Heritage Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Heritage Wealth Advisors’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
2026 Q1	$34.3K	Hold	950	–	–	﹤0.01%	378
2025 Q4	$33K	Hold	950	–	–	﹤0.01%	357
2025 Q3	$31.2K	Hold	950	–	–	﹤0.01%	340
2025 Q2	$31.8K	Buy	950 +200	+27%	+$6.27K	﹤0.01%	331
2025 Q1	$22.3K	Hold	750	–	–	﹤0.01%	358
2024 Q4	$23.8K	Hold	750	–	–	﹤0.01%	374
2024 Q3	$26.3K	Buy	750 +200	+36%	+$6.28K	﹤0.01%	374
2024 Q2	$15.1K	Hold	550	–	–	﹤0.01%	401
2024 Q1	$17.2K	Sell	550 -450	-45%	-$13.7K	﹤0.01%	405
2023 Q4	$31.5K	Buy	+1,000	New	+$27.1K	﹤0.01%	374
2020 Q1	–	Sell	-60,386	Closed	-$1.8M	–	457
2019 Q4	$1.8M	Buy	60,386 +4,066	+7%	+$122K	0.24%	38
2019 Q3	$1.66M	Buy	56,320 +299	+0.5%	+$8.11K	0.25%	39
2019 Q2	$1.43M	Buy	56,021 +833	+2%	+$20.8K	0.22%	43
2019 Q1	$1.38M	Sell	55,188 -39,762	-42%	-$934K	0.23%	42
2018 Q4	$1.95M	Buy	94,950 +890	+0.9%	+$20.3K	0.38%	34
2018 Q3	$2.23M	Buy	+94,060	New	+$2.24M	0.44%	31

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Heritage Wealth Advisors's BIP Position: Q1 2026 in Review

Heritage Wealth Advisors held its Brookfield Infrastructure Partners (BIP) position steady in Q1 2026 at 950 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Heritage Wealth Advisors first reported a position in BIP in Q3 2018 and has held it in 16 quarters since. The position peaked at $2.23M in Q3 2018. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

Heritage Wealth Advisors held 950 shares of Brookfield Infrastructure Partners worth $34.3K as of Q1 2026.
Heritage Wealth Advisors left its Brookfield Infrastructure Partners share count unchanged in Q1 2026.
Brookfield Infrastructure Partners made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #378 holding.
Heritage Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q3 2018 and has held it in 16 quarters since.
Heritage Wealth Advisors's Brookfield Infrastructure Partners position peaked at $2.23M in Q3 2018.
350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.