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Compass Planning Associates’s Brookfield Infrastructure Partners BIP Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-909
Closed -$30.4K – 38
2025
Q2 		$30.4K Buy
909
+10
+1% +$314 0.03% 70
2025
Q1 		$26.8K Buy
899
+11
+1% +$345 0.03% 75
2024
Q4 		$28.2K Buy
+888
New +$30.3K 0.03% 75

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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 $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $61.3B AUM 39.33% 1-Year Est. Return

Compass Planning Associates's BIP Position: Q3 2025 in Review

Compass Planning Associates sold out of Brookfield Infrastructure Partners (BIP) in Q3 2025, closing a stake of 909 shares — an estimated $30.4K sold.

Compass Planning Associates first reported a position in BIP in Q4 2024 and held it in 3 quarters. The position peaked at $30.4K in Q2 2025. 325 funds tracked by Wall St. Rank hold BIP as of Q3 2025.

  • Compass Planning Associates reported no remaining Brookfield Infrastructure Partners position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 909 Brookfield Infrastructure Partners shares in Q3 2025, an estimated $30.4K.
  • Compass Planning Associates first reported a position in Brookfield Infrastructure Partners in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Brookfield Infrastructure Partners position peaked at $30.4K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.