Finer Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Finer Wealth Management’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
2024 Q1	–	Sell	-6,427	Closed	-$202K	–	80
2023 Q4	$202K	Sell	6,427 -2,215	-26%	-$60K	0.15%	79
2023 Q3	$254K	Sell	8,642 -1,423	-14%	-$47.1K	0.2%	69
2023 Q2	$367K	Sell	10,065 -1,090	-10%	-$38.9K	0.29%	59
2023 Q1	$377K	Sell	11,155 -114	-1%	-$3.84K	0.32%	60
2022 Q4	$349K	Sell	11,269 -5,279	-32%	-$184K	0.33%	61
2022 Q3	$594K	Sell	16,548 -3	-0%	-$120	0.58%	43
2022 Q2	$633K	Buy	16,551 +8,124	+96%	+$334K	0.58%	44
2022 Q1	$372K	Buy	+8,427	New	+$340K	0.3%	65

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

Finer Wealth Management's BIP Position: Q1 2024 in Review

Finer Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2024, closing a stake of 6,427 shares — an estimated $202K sold.

Finer Wealth Management first reported a position in BIP in Q1 2022 and held it in 8 quarters. The position peaked at $633K in Q2 2022. 334 funds tracked by Wall St. Rank hold BIP as of Q1 2024.

Finer Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2024 after selling out during the quarter.
Finer Wealth Management sold 6,427 Brookfield Infrastructure Partners shares in Q1 2024, an estimated $202K.
Finer Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2022 and held it in 8 quarters.
Finer Wealth Management's Brookfield Infrastructure Partners position peaked at $633K in Q2 2022.
334 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2024.

Based on Finer Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.