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Evoke Wealth’s Brookfield Infrastructure BIPC Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-6,240
Closed -$254K – 455
2022
Q3 		$254K Hold
6,240
– – 0.01% 283
2022
Q2 		$265K Hold
6,240
– – 0.01% 279
2022
Q1 		$314K Hold
6,240
– – 0.01% 282
2021
Q4 		$284K Hold
6,240
– – 0.01% 311
2021
Q3 		$249K Hold
6,240
– – 0.01% 307
2021
Q2 		$314K Hold
6,240
– – 0.01% 292
2021
Q1 		$318K Buy
+6,240
New +$282K 0.01% 259

Other funds holding BIPC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Evoke Wealth's BIPC Position: Q4 2022 in Review

Evoke Wealth sold out of Brookfield Infrastructure (BIPC) in Q4 2022, closing a stake of 6,240 shares — an estimated $254K sold.

Evoke Wealth first reported a position in BIPC in Q1 2021 and held it in 7 quarters. The position peaked at $318K in Q1 2021. 317 funds tracked by Wall St. Rank hold BIPC as of Q4 2022.

  • Evoke Wealth reported no remaining Brookfield Infrastructure position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 6,240 Brookfield Infrastructure shares in Q4 2022, an estimated $254K.
  • Evoke Wealth first reported a position in Brookfield Infrastructure in Q1 2021 and held it in 7 quarters.
  • Evoke Wealth's Brookfield Infrastructure position peaked at $318K in Q1 2021.
  • 317 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2022.

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