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Curi Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-48
Closed -$2K – 248
2022
Q2 		$2K Hold
48
– – ﹤0.01% 510
2022
Q1 		$2K Hold
48
– – ﹤0.01% 446
2021
Q4 		$2K Buy
+48
New +$1.99K ﹤0.01% 410

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Curi Wealth Management's BIPC Position: Q3 2022 in Review

Curi Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q3 2022, closing a stake of 48 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in BIPC in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 310 funds tracked by Wall St. Rank hold BIPC as of Q3 2022.

  • Curi Wealth Management reported no remaining Brookfield Infrastructure position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 48 Brookfield Infrastructure shares in Q3 2022, an estimated $2K.
  • Curi Wealth Management first reported a position in Brookfield Infrastructure in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Brookfield Infrastructure position peaked at $2K in Q2 2022.
  • 310 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2022.

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