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Horizons Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Horizons Wealth Management’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
2023
Q3 		– Sell
-87
Closed -$3.98K – 192
2023
Q2 		$3.98K Buy
+87
New +$3.95K ﹤0.01% 178

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Horizons Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q3 2023, closing a stake of 87 shares — an estimated $3.98K sold.

Horizons Wealth Management first reported a position in BIPC in Q2 2023 and held it in 1 quarter. The position peaked at $3.98K in Q2 2023. 313 funds tracked by Wall St. Rank hold BIPC as of Q3 2023.

  • Horizons Wealth Management reported no remaining Brookfield Infrastructure position as of Q3 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 87 Brookfield Infrastructure shares in Q3 2023, an estimated $3.98K.
  • Horizons Wealth Management first reported a position in Brookfield Infrastructure in Q2 2023 and held it in 1 quarter.
  • Horizons Wealth Management's Brookfield Infrastructure position peaked at $3.98K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2023.

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