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Cedar Mountain Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Cedar Mountain Advisors’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
2024
Q4 		– Sell
-83
Closed -$3.6K – 376
2024
Q3 		$3.6K Buy
+83
New +$3.23K ﹤0.01% 265

Other funds holding BIPC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cedar Mountain Advisors's BIPC Position: Q4 2024 in Review

Cedar Mountain Advisors sold out of Brookfield Infrastructure (BIPC) in Q4 2024, closing a stake of 83 shares — an estimated $3.6K sold.

Cedar Mountain Advisors first reported a position in BIPC in Q3 2024 and held it in 1 quarter. The position peaked at $3.6K in Q3 2024. 315 funds tracked by Wall St. Rank hold BIPC as of Q4 2024.

  • Cedar Mountain Advisors reported no remaining Brookfield Infrastructure position as of Q4 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 83 Brookfield Infrastructure shares in Q4 2024, an estimated $3.6K.
  • Cedar Mountain Advisors first reported a position in Brookfield Infrastructure in Q3 2024 and held it in 1 quarter.
  • Cedar Mountain Advisors's Brookfield Infrastructure position peaked at $3.6K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2024.

Based on Cedar Mountain Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.