Corient Private Wealth
BIPC icon

Corient Private Wealth’s Brookfield Infrastructure BIPC Stock Holding History

Corient Private Wealth’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
2026
Q1 		$295K Sell
14,481
-15,201
-51% -$697K ﹤0.01% 2326
2025
Q4 		$1.35M Buy
29,682
+16,112
+119% +$730K ﹤0.01% 1737
2025
Q3 		$558K Buy
13,570
+2,460
+22% +$99.7K ﹤0.01% 1739
2025
Q2 		$462K Buy
+11,110
New +$428K ﹤0.01% 1743
2024
Q4 		– Sell
-10,119
Closed -$439K – 2376
2024
Q3 		$439K Sell
10,119
-2,641
-21% -$103K ﹤0.01% 1811
2024
Q2 		$430K Buy
12,760
+2,101
+20% +$70K ﹤0.01% 1727
2024
Q1 		$384K Sell
10,659
-3,152
-23% -$110K ﹤0.01% 1767
2023
Q4 		$487K Sell
13,811
-50,557
-79% -$1.61M ﹤0.01% 1619
2023
Q3 		$2.27M Buy
64,368
+1,138
+2% +$47K 0.01% 861
2023
Q2 		$2.88M Buy
63,230
+46,023
+267% +$2.09M 0.01% 791
2023
Q1 		$793K Buy
17,207
+2,057
+14% +$89.6K ﹤0.01% 1183
2022
Q4 		$589K Buy
+15,150
New +$643K ﹤0.01% 1091

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Royal Bank of Canada
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VCM
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Principal Financial Group
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Brown Advisory
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HighTower Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return