EWA
BIPC icon

EverSource Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

EverSource Wealth Advisors’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 		$27.6K Buy
699
+127
+22% +$5.83K ﹤0.01% 2291
2025
Q4 		$26K Sell
572
-901
-61% -$40.8K ﹤0.01% 2212
2025
Q3 		$60.6K Buy
1,473
+688
+88% +$27.9K ﹤0.01% 1566
2025
Q2 		$32.7K Buy
785
+180
+30% +$6.93K ﹤0.01% 1924
2025
Q1 		$21.9K Sell
605
-76
-11% -$2.99K ﹤0.01% 1642
2024
Q4 		$27.2K Sell
681
-1,982
-74% -$83.4K ﹤0.01% 1471
2024
Q3 		$116K Sell
2,663
-1,401
-34% -$54.5K 0.01% 745
2024
Q2 		$158K Sell
4,064
-152
-4% -$5.06K 0.01% 640
2024
Q1 		$128K Sell
4,216
-94
-2% -$3.29K 0.01% 623
2023
Q4 		$152K Buy
4,310
+3,926
+1,022% +$125K 0.01% 506
2023
Q3 		$13.6K Sell
384
-3,694
-91% -$153K ﹤0.01% 1280
2023
Q2 		$186K Buy
4,078
+3,911
+2,342% +$178K 0.02% 412
2023
Q1 		$7.69K Buy
+167
New +$7.28K ﹤0.01% 1480

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