HWA
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Heritage Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Heritage Wealth Advisors’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
2026
Q1 		$58.6K Hold
1,483
– – ﹤0.01% 306
2025
Q4 		$67.3K Hold
1,483
– – ﹤0.01% 289
2025
Q3 		$61K Hold
1,483
– – ﹤0.01% 285
2025
Q2 		$61.7K Hold
1,483
– – ﹤0.01% 285
2025
Q1 		$53.7K Hold
1,483
– – ﹤0.01% 297
2024
Q4 		$59.3K Hold
1,483
– – ﹤0.01% 296
2024
Q3 		$64.4K Hold
1,483
– – ﹤0.01% 309
2024
Q2 		$49.9K Buy
1,483
+150
+11% +$4.99K ﹤0.01% 307
2024
Q1 		$48K Buy
1,333
+401
+43% +$14K ﹤0.01% 329
2023
Q4 		$32.9K Buy
+932
New +$29.7K ﹤0.01% 371

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return