Key Financial Inc’s Brookfield Infrastructure BIPC Stock Holding History

Key Financial Inc’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
2024 Q2	–	Sell	-68	Closed	-$2.45K	–	1346
2024 Q1	$2.45K	Hold	68	–	–	﹤0.01%	1073
2023 Q4	$2.4K	Buy	+68	New	+$2.17K	﹤0.01%	1076
2022 Q2	–	Sell	-9	Closed	–	–	1091
2022 Q1	$0	Buy	+9	New	+$411	﹤0.01%	1065

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIM

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

Key Financial Inc's BIPC Position: Q2 2024 in Review

Key Financial Inc sold out of Brookfield Infrastructure (BIPC) in Q2 2024, closing a stake of 68 shares — an estimated $2.45K sold.

Key Financial Inc first reported a position in BIPC in Q1 2022 and held it in 3 quarters. The position peaked at $2.45K in Q1 2024. 322 funds tracked by Wall St. Rank hold BIPC as of Q2 2024.

Key Financial Inc reported no remaining Brookfield Infrastructure position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 68 Brookfield Infrastructure shares in Q2 2024, an estimated $2.45K.
Key Financial Inc first reported a position in Brookfield Infrastructure in Q1 2022 and held it in 3 quarters.
Key Financial Inc's Brookfield Infrastructure position peaked at $2.45K in Q1 2024.
322 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.