FORA Capital’s Brookfield Infrastructure Partners BIP Stock Holding History

FORA Capital’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
2023 Q1	–	Sell	-10,128	Closed	-$314K	–	525
2022 Q4	$314K	Buy	+10,128	New	+$354K	0.05%	351
2021 Q1	–	Sell	-4,727	Closed	-$156K	–	785
2020 Q4	$156K	Buy	4,727 +4,043	+591%	+$132K	0.02%	561
2020 Q3	$22K	Buy	+684	New	+$20.1K	0.01%	572
2020 Q1	–	Sell	-6,468	Closed	-$192K	–	1045
2019 Q4	$192K	Buy	+6,468	New	+$194K	0.02%	628

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

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

FORA Capital's BIP Position: Q1 2023 in Review

FORA Capital sold out of Brookfield Infrastructure Partners (BIP) in Q1 2023, closing a stake of 10,128 shares — an estimated $314K sold.

FORA Capital first reported a position in BIP in Q4 2019 and held it in 4 quarters. The position peaked at $314K in Q4 2022. 324 funds tracked by Wall St. Rank hold BIP as of Q1 2023.

FORA Capital reported no remaining Brookfield Infrastructure Partners position as of Q1 2023 after selling out during the quarter.
FORA Capital sold 10,128 Brookfield Infrastructure Partners shares in Q1 2023, an estimated $314K.
FORA Capital first reported a position in Brookfield Infrastructure Partners in Q4 2019 and held it in 4 quarters.
FORA Capital's Brookfield Infrastructure Partners position peaked at $314K in Q4 2022.
324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.