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Evermay Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Evermay 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
2026
Q1 		$9.84K Hold
249
– – ﹤0.01% 463
2025
Q4 		$11.3K Hold
249
– – ﹤0.01% 435
2025
Q3 		$10.2K Hold
249
– – ﹤0.01% 443
2025
Q2 		$10.4K Hold
249
– – ﹤0.01% 442
2025
Q1 		$9.01K Hold
249
– – ﹤0.01% 452
2024
Q4 		$9.96K Hold
249
– – ﹤0.01% 446
2024
Q3 		$10.8K Hold
249
– – ﹤0.01% 452
2024
Q2 		$8.38K Hold
249
– – ﹤0.01% 469
2024
Q1 		$8.97K Buy
+249
New +$8.71K ﹤0.01% 481
2022
Q4 		– Sell
-1,516
Closed -$62K – 571
2022
Q3 		$62K Hold
1,516
– – 0.01% 264
2022
Q2 		$64K Buy
1,516
+1,375
+975% +$65K 0.01% 256
2022
Q1 		$7K Hold
141
– – ﹤0.01% 440
2021
Q4 		$6K Hold
141
– – ﹤0.01% 434
2021
Q3 		$6K Hold
141
– – ﹤0.01% 404
2021
Q2 		$7K Buy
+141
New +$6.8K ﹤0.01% 425

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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 $570B 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