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CFM Wealth Partners’s Brookfield Infrastructure BIPC Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-854
Closed -$25K – 188
2020
Q2 		$25K Buy
+854
New +$24.8K 0.01% 344

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

CFM Wealth Partners's BIPC Position: Q3 2020 in Review

CFM Wealth Partners sold out of Brookfield Infrastructure (BIPC) in Q3 2020, closing a stake of 854 shares — an estimated $25K sold.

CFM Wealth Partners first reported a position in BIPC in Q2 2020 and held it in 1 quarter. The position peaked at $25K in Q2 2020. 233 funds tracked by Wall St. Rank hold BIPC as of Q3 2020.

  • CFM Wealth Partners reported no remaining Brookfield Infrastructure position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 854 Brookfield Infrastructure shares in Q3 2020, an estimated $25K.
  • CFM Wealth Partners first reported a position in Brookfield Infrastructure in Q2 2020 and held it in 1 quarter.
  • CFM Wealth Partners's Brookfield Infrastructure position peaked at $25K in Q2 2020.
  • 233 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.