Evoke Wealth’s Brookfield Infrastructure Partners BIP Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-8,234	Closed	-$296K	–	454
2022 Q3	$296K	Hold	8,234	–	–	0.01%	265
2022 Q2	$315K	Sell	8,234 -1	-0%	-$41	0.01%	260
2022 Q1	$364K	Hold	8,235	–	–	0.01%	264
2021 Q4	$334K	Hold	8,235	–	–	0.01%	291
2021 Q3	$308K	Hold	8,235	–	–	0.01%	280
2021 Q2	$305K	Hold	8,235	–	–	0.01%	295
2021 Q1	$292K	Hold	8,235	–	–	0.01%	266
2020 Q4	$271K	Buy	8,235 +4,117	+100%	+$134K	0.02%	211
2020 Q3	$131K	Buy	+4,118	New	+$121K	0.01%	253

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Evoke Wealth's BIP Position: Q4 2022 in Review

Evoke Wealth sold out of Brookfield Infrastructure Partners (BIP) in Q4 2022, closing a stake of 8,234 shares — an estimated $296K sold.

Evoke Wealth first reported a position in BIP in Q3 2020 and held it in 9 quarters. The position peaked at $364K in Q1 2022. 328 funds tracked by Wall St. Rank hold BIP as of Q4 2022.

Evoke Wealth reported no remaining Brookfield Infrastructure Partners position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 8,234 Brookfield Infrastructure Partners shares in Q4 2022, an estimated $296K.
Evoke Wealth first reported a position in Brookfield Infrastructure Partners in Q3 2020 and held it in 9 quarters.
Evoke Wealth's Brookfield Infrastructure Partners position peaked at $364K in Q1 2022.
328 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.