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Horizons Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Horizons Wealth Management’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
2023
Q3 		– Sell
-796
Closed -$29.1K – 191
2023
Q2 		$29.1K Buy
+796
New +$28.4K 0.02% 120

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Horizons Wealth Management's BIP Position: Q3 2023 in Review

Horizons Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q3 2023, closing a stake of 796 shares — an estimated $29.1K sold.

Horizons Wealth Management first reported a position in BIP in Q2 2023 and held it in 1 quarter. The position peaked at $29.1K in Q2 2023. 319 funds tracked by Wall St. Rank hold BIP as of Q3 2023.

  • Horizons Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q3 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 796 Brookfield Infrastructure Partners shares in Q3 2023, an estimated $29.1K.
  • Horizons Wealth Management first reported a position in Brookfield Infrastructure Partners in Q2 2023 and held it in 1 quarter.
  • Horizons Wealth Management's Brookfield Infrastructure Partners position peaked at $29.1K in Q2 2023.
  • 319 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.