GYL Financial Synergies’s Brookfield Infrastructure Partners BIP Stock Holding History

GYL Financial Synergies’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 Q3	$222K	Buy	+6,327	New	+$199K	0.02%	348
2023 Q3	–	Sell	-6,102	Closed	-$223K	–	329
2023 Q2	$223K	Hold	6,102	–	–	0.02%	319
2023 Q1	$206K	Buy	+6,102	New	+$206K	0.02%	274
2022 Q4	–	Sell	-6,102	Closed	-$219K	–	217
2022 Q3	$219K	Hold	6,102	–	–	0.06%	176
2022 Q2	$233K	Hold	6,102	–	–	0.06%	167
2022 Q1	$269K	Hold	6,102	–	–	0.06%	166
2021 Q4	$247K	Hold	6,102	–	–	0.07%	182
2021 Q3	$228K	Hold	6,102	–	–	0.12%	169
2021 Q2	$226K	Hold	6,102	–	–	0.12%	164
2021 Q1	$217K	Hold	6,102	–	–	0.12%	167
2020 Q4	$201K	Buy	+6,102	New	+$199K	0.12%	166
2020 Q1	–	Sell	-6,834	Closed	-$203K	–	145
2019 Q4	$203K	Sell	6,834 -11,038	-62%	-$331K	0.09%	170
2019 Q3	$528K	Buy	+17,872	New	+$485K	0.26%	73

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

GYL Financial Synergies's BIP Position: Q3 2024 in Review

GYL Financial Synergies opened a new position in Brookfield Infrastructure Partners (BIP) in Q3 2024: 6,327 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #348 among its holdings. This is a return to the name: GYL Financial Synergies previously reported a position in BIP as recently as Q2 2023.

GYL Financial Synergies first reported a position in BIP in Q3 2019 and has held it in 13 quarters since. The position peaked at $528K in Q3 2019. 350 funds tracked by Wall St. Rank hold BIP as of Q3 2024.

GYL Financial Synergies held 6,327 shares of Brookfield Infrastructure Partners worth $222K as of Q3 2024.
Brookfield Infrastructure Partners was a new GYL Financial Synergies position in Q3 2024.
Brookfield Infrastructure Partners made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #348 holding.
GYL Financial Synergies first reported a position in Brookfield Infrastructure Partners in Q3 2019 and has held it in 13 quarters since.
GYL Financial Synergies's Brookfield Infrastructure Partners position peaked at $528K in Q3 2019.
350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.