Householder Group Estate & Retirement Specialist’s Brookfield Infrastructure BIPC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-247	Closed	-$8.73K	–	1138
2023 Q3	$8.73K	Buy	+247	New	+$10.2K	﹤0.01%	821
2023 Q1	$11K	Hold	247	–	–	﹤0.01%	775
2022 Q4	$9K	Hold	247	–	–	0.01%	233
2022 Q3	$10K	Buy	+247	New	+$11.4K	﹤0.01%	721

Other funds holding BIPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BIPC Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Brookfield Infrastructure (BIPC) in Q4 2023, closing a stake of 247 shares — an estimated $8.73K sold.

Householder Group Estate & Retirement Specialist first reported a position in BIPC in Q3 2022 and held it in 4 quarters. The position peaked at $11K in Q1 2023. 342 funds tracked by Wall St. Rank hold BIPC as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Brookfield Infrastructure position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 247 Brookfield Infrastructure shares in Q4 2023, an estimated $8.73K.
Householder Group Estate & Retirement Specialist first reported a position in Brookfield Infrastructure in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Brookfield Infrastructure position peaked at $11K in Q1 2023.
342 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.