Coppell Advisory Solutions’s Brookfield Infrastructure BIPC Stock Holding History

Coppell Advisory Solutions’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	-241	Closed	-$10.5K	–	1986
2024 Q3	$10.5K	Hold	241	–	–	﹤0.01%	1069
2024 Q2	$8.11K	Buy	+241	New	+$8.02K	﹤0.01%	1078
2023 Q4	$9.46K	Sell	268 -48	-15%	-$1.53K	﹤0.01%	949
2023 Q3	$12.3K	Sell	316 -49	-13%	-$2.02K	﹤0.01%	578
2023 Q2	$16.5K	Buy	+365	New	+$16.6K	﹤0.01%	598
2023 Q1	–	Sell	-316	Closed	-$12.3K	–	284
2022 Q4	$12.3K	Buy	+316	New	+$13.4K	﹤0.01%	581

Other funds holding BIPC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's BIPC Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Brookfield Infrastructure (BIPC) in Q4 2024, closing a stake of 241 shares — an estimated $10.5K sold.

Coppell Advisory Solutions first reported a position in BIPC in Q4 2022 and held it in 6 quarters. The position peaked at $16.5K in Q2 2023. 315 funds tracked by Wall St. Rank hold BIPC as of Q4 2024.

Coppell Advisory Solutions reported no remaining Brookfield Infrastructure position as of Q4 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 241 Brookfield Infrastructure shares in Q4 2024, an estimated $10.5K.
Coppell Advisory Solutions first reported a position in Brookfield Infrastructure in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's Brookfield Infrastructure position peaked at $16.5K in Q2 2023.
315 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.