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

Iams 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
2024
Q3 		– Sell
-14,500
Closed -$398K – 146
2024
Q2 		$398K Buy
+14,500
New +$413K 0.22% 107

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Iams Wealth Management's BIP Position: Q3 2024 in Review

Iams Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q3 2024, closing a stake of 14,500 shares — an estimated $398K sold.

Iams Wealth Management first reported a position in BIP in Q2 2024 and held it in 1 quarter. The position peaked at $398K in Q2 2024. 350 funds tracked by Wall St. Rank hold BIP as of Q3 2024.

  • Iams Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q3 2024 after selling out during the quarter.
  • Iams Wealth Management sold 14,500 Brookfield Infrastructure Partners shares in Q3 2024, an estimated $398K.
  • Iams Wealth Management first reported a position in Brookfield Infrastructure Partners in Q2 2024 and held it in 1 quarter.
  • Iams Wealth Management's Brookfield Infrastructure Partners position peaked at $398K in Q2 2024.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2024.

Based on Iams Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.