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Castle Financial & Retirement Planning Associates’s Brookfield Infrastructure BIPC Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$0 Buy
+9
New +$373 ﹤0.01% 208

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BIPC Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Brookfield Infrastructure (BIPC) in Q4 2021: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings.

299 funds tracked by Wall St. Rank hold BIPC as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 9 shares of Brookfield Infrastructure worth $0 as of Q4 2021.
  • Brookfield Infrastructure was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Brookfield Infrastructure made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #208 holding.
  • 299 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.