GoalVest Advisory’s Brookfield Infrastructure BIPC Stock Holding History

GoalVest Advisory’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
2023 Q1	–	Sell	-195	Closed	-$7.59K	–	258
2022 Q4	$7.59K	Hold	195	–	–	﹤0.01%	193
2022 Q3	$8K	Hold	195	–	–	0.01%	195
2022 Q2	$8K	Hold	195	–	–	0.01%	257
2022 Q1	$10K	Buy	+195	New	+$8.91K	0.01%	239
2021 Q2	$10K	Hold	195	–	–	0.01%	198
2021 Q1	$10K	Hold	195	–	–	0.01%	161
2020 Q4	$9K	Buy	+195	New	+$8.26K	0.01%	168

Other funds holding BIPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GoalVest Advisory's BIPC Position: Q1 2023 in Review

GoalVest Advisory sold out of Brookfield Infrastructure (BIPC) in Q1 2023, closing a stake of 195 shares — an estimated $7.59K sold.

GoalVest Advisory first reported a position in BIPC in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 307 funds tracked by Wall St. Rank hold BIPC as of Q1 2023.

GoalVest Advisory reported no remaining Brookfield Infrastructure position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 195 Brookfield Infrastructure shares in Q1 2023, an estimated $7.59K.
GoalVest Advisory first reported a position in Brookfield Infrastructure in Q4 2020 and held it in 7 quarters.
GoalVest Advisory's Brookfield Infrastructure position peaked at $10K in Q1 2022.
307 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.