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Crestwood Advisors Group’s Brookfield Infrastructure BIPC Stock Holding History

Crestwood Advisors Group’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 		$327K Sell
8,275
-320
-4% -$14.7K 0.01% 545
2025
Q4 		$390K Buy
8,595
+170
+2% +$7.7K 0.01% 443
2025
Q3 		$346K Sell
8,425
-125
-1% -$5.07K 0.01% 437
2025
Q2 		$356K Sell
8,550
-215
-2% -$8.28K 0.01% 405
2025
Q1 		$317K Sell
8,765
-589
-6% -$23.2K 0.01% 416
2024
Q4 		$374K Hold
9,354
– – 0.01% 348
2024
Q3 		$406K Sell
9,354
-1,650
-15% -$64.2K 0.01% 326
2024
Q2 		$370K Sell
11,004
-1,250
-10% -$41.6K 0.01% 321
2024
Q1 		$442K Sell
12,254
-300
-2% -$10.5K 0.01% 297
2023
Q4 		$443K Sell
12,554
-1,241
-9% -$39.5K 0.01% 270
2023
Q3 		$488K Buy
+13,795
New +$570K 0.01% 246

Other funds holding BIPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return