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Independent Advisor Alliance’s Brookfield Infrastructure Partners BIP Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-7,003
Closed -$206K – 680
2023
Q3 		$206K Buy
+7,003
New +$232K 0.01% 604

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Bank of Montreal
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Principal Financial Group
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Independent Advisor Alliance's BIP Position: Q4 2023 in Review

Independent Advisor Alliance sold out of Brookfield Infrastructure Partners (BIP) in Q4 2023, closing a stake of 7,003 shares — an estimated $206K sold.

Independent Advisor Alliance first reported a position in BIP in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 330 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

  • Independent Advisor Alliance reported no remaining Brookfield Infrastructure Partners position as of Q4 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,003 Brookfield Infrastructure Partners shares in Q4 2023, an estimated $206K.
  • Independent Advisor Alliance first reported a position in Brookfield Infrastructure Partners in Q3 2023 and held it in 1 quarter.
  • Independent Advisor Alliance's Brookfield Infrastructure Partners position peaked at $206K in Q3 2023.
  • 330 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on Independent Advisor Alliance's 13F filing for Q4 2023, filed 8 Feb 2024.