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Independent Financial Group’s Brookfield Infrastructure Partners BIP Stock Holding History

Independent Financial Group’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
2021
Q4 		– Sell
-5,816
Closed -$218K – 780
2021
Q3 		$218K Sell
5,816
-222
-4% -$8.24K 0.02% 640
2021
Q2 		$224K Hold
6,038
– – 0.02% 630
2021
Q1 		$214K Buy
+6,038
New +$210K 0.03% 575

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TD Asset Management
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Independent Financial Group's BIP Position: Q4 2021 in Review

Independent Financial Group sold out of Brookfield Infrastructure Partners (BIP) in Q4 2021, closing a stake of 5,816 shares — an estimated $218K sold.

Independent Financial Group first reported a position in BIP in Q1 2021 and held it in 3 quarters. The position peaked at $224K in Q2 2021. 354 funds tracked by Wall St. Rank hold BIP as of Q4 2021.

  • Independent Financial Group reported no remaining Brookfield Infrastructure Partners position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 5,816 Brookfield Infrastructure Partners shares in Q4 2021, an estimated $218K.
  • Independent Financial Group first reported a position in Brookfield Infrastructure Partners in Q1 2021 and held it in 3 quarters.
  • Independent Financial Group's Brookfield Infrastructure Partners position peaked at $224K in Q2 2021.
  • 354 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.