Channel Wealth’s Brookfield Infrastructure Partners BIP Stock Holding History

Channel Wealth’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
2024 Q4	–	Sell	-30,069	Closed	-$1.05M	–	161
2024 Q3	$1.05M	Sell	30,069 -2,966	-9%	-$93.2K	0.35%	58
2024 Q2	$906K	Buy	33,035 +4,556	+16%	+$130K	0.33%	66
2024 Q1	$889K	Buy	28,479 +9,890	+53%	+$300K	0.36%	62
2023 Q4	$585K	Sell	18,589 -3,097	-14%	-$83.8K	0.28%	78
2023 Q3	$638K	Sell	21,686 -3,420	-14%	-$113K	0.36%	82
2023 Q2	$916K	Sell	25,106 -1,232	-5%	-$43.9K	0.53%	71
2023 Q1	$889K	Buy	+26,338	New	+$888K	0.57%	56

Other funds holding BIP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return