Graves Light Lenhart Wealth’s Brookfield Infrastructure Partners BIP Stock Holding History

Graves Light Lenhart 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 Q3	–	Sell	-18	Closed	-$1K	–	208
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	585
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	643
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	705
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	698
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	700
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	699
2020 Q4	$1K	Buy	+18	New	+$586	﹤0.01%	687

Other funds holding BIP

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Graves Light Lenhart Wealth's BIP Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Brookfield Infrastructure Partners (BIP) in Q3 2022, closing a stake of 18 shares — an estimated $1K sold.

Graves Light Lenhart Wealth first reported a position in BIP in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 329 funds tracked by Wall St. Rank hold BIP as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Brookfield Infrastructure Partners position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 18 Brookfield Infrastructure Partners shares in Q3 2022, an estimated $1K.
Graves Light Lenhart Wealth first reported a position in Brookfield Infrastructure Partners in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Brookfield Infrastructure Partners position peaked at $1K in Q2 2022.
329 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.