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Ethos Financial Group’s Brookfield Infrastructure Partners BIP Stock Holding History

Ethos Financial Group’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
2023
Q3 		– Sell
-6,210
Closed -$210K – 183
2023
Q2 		$210K Hold
6,210
– – 0.07% 134
2023
Q1 		$210K Sell
6,210
-7,280
-54% -$245K 0.07% 164
2022
Q4 		$419K Buy
+13,490
New +$471K 0.14% 85

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SC
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Ethos Financial Group's BIP Position: Q3 2023 in Review

Ethos Financial Group sold out of Brookfield Infrastructure Partners (BIP) in Q3 2023, closing a stake of 6,210 shares — an estimated $210K sold.

Ethos Financial Group first reported a position in BIP in Q4 2022 and held it in 3 quarters. The position peaked at $419K in Q4 2022. 319 funds tracked by Wall St. Rank hold BIP as of Q3 2023.

  • Ethos Financial Group reported no remaining Brookfield Infrastructure Partners position as of Q3 2023 after selling out during the quarter.
  • Ethos Financial Group sold 6,210 Brookfield Infrastructure Partners shares in Q3 2023, an estimated $210K.
  • Ethos Financial Group first reported a position in Brookfield Infrastructure Partners in Q4 2022 and held it in 3 quarters.
  • Ethos Financial Group's Brookfield Infrastructure Partners position peaked at $419K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2023.

Based on Ethos Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.