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Curi Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-435
Closed -$17K – 247
2022
Q2 		$17K Buy
+435
New +$17.9K ﹤0.01% 318

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Manulife (Manufacturers Life Insurance)
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Goldman Sachs
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Morgan Stanley
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Neuberger Berman Group
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CIBC World Market
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Curi Wealth Management's BIP Position: Q3 2022 in Review

Curi Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q3 2022, closing a stake of 435 shares — an estimated $17K sold.

Curi Wealth Management first reported a position in BIP in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 329 funds tracked by Wall St. Rank hold BIP as of Q3 2022.

  • Curi Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 435 Brookfield Infrastructure Partners shares in Q3 2022, an estimated $17K.
  • Curi Wealth Management first reported a position in Brookfield Infrastructure Partners in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Brookfield Infrastructure Partners position peaked at $17K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.