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Concord Wealth Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-1,450
Closed -$50.4K – 260
2025
Q4 		$50.4K Buy
+1,450
New +$50.5K 0.01% 326

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Concord Wealth Partners's BIP Position: Q1 2026 in Review

Concord Wealth Partners sold out of Brookfield Infrastructure Partners (BIP) in Q1 2026, closing a stake of 1,450 shares — an estimated $50.4K sold.

Concord Wealth Partners first reported a position in BIP in Q4 2025 and held it in 1 quarter. The position peaked at $50.4K in Q4 2025. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Concord Wealth Partners reported no remaining Brookfield Infrastructure Partners position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 1,450 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $50.4K.
  • Concord Wealth Partners first reported a position in Brookfield Infrastructure Partners in Q4 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Brookfield Infrastructure Partners position peaked at $50.4K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.