Carolinas Wealth Consulting’s Brookfield Infrastructure Partners BIP Stock Holding History

Carolinas Wealth Consulting’s Portfolio BIP Stock Details BIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-839	Closed	-$31K	–	935
2021 Q2	$31K	Buy	839 +8	+1%	+$289	0.01%	424
2021 Q1	$30K	Buy	831 +6	+0.7%	+$209	0.01%	442
2020 Q4	$27K	Sell	825 -837	-50%	-$27.3K	0.01%	427
2020 Q3	$53K	Buy	1,662 +9	+0.5%	+$265	0.02%	270
2020 Q2	$46K	Buy	+1,653	New	+$44.1K	0.02%	211

Other funds holding BIP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carolinas Wealth Consulting's BIP Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Brookfield Infrastructure Partners (BIP) in Q3 2021, closing a stake of 839 shares — an estimated $31K sold.

Carolinas Wealth Consulting first reported a position in BIP in Q2 2020 and held it in 5 quarters. The position peaked at $53K in Q3 2020. 314 funds tracked by Wall St. Rank hold BIP as of Q3 2021.

Carolinas Wealth Consulting reported no remaining Brookfield Infrastructure Partners position as of Q3 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 839 Brookfield Infrastructure Partners shares in Q3 2021, an estimated $31K.
Carolinas Wealth Consulting first reported a position in Brookfield Infrastructure Partners in Q2 2020 and held it in 5 quarters.
Carolinas Wealth Consulting's Brookfield Infrastructure Partners position peaked at $53K in Q3 2020.
314 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.