Level Four Advisory Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-9,328	Closed	-$294K	–	758
2024 Q1	$294K	Hold	9,328	–	–	0.02%	616
2023 Q4	$294K	Buy	9,328 +328	+4%	+$8.88K	0.02%	614
2023 Q3	$265K	Hold	9,000	–	–	0.02%	603
2023 Q2	$329K	Hold	9,000	–	–	0.02%	595
2023 Q1	$304K	Buy	+9,000	New	+$303K	0.02%	580

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Level Four Advisory Services's BIP Position: Q2 2024 in Review

Level Four Advisory Services sold out of Brookfield Infrastructure Partners (BIP) in Q2 2024, closing a stake of 9,328 shares — an estimated $294K sold.

Level Four Advisory Services first reported a position in BIP in Q1 2023 and held it in 5 quarters. The position peaked at $329K in Q2 2023. 324 funds tracked by Wall St. Rank hold BIP as of Q2 2024.

Level Four Advisory Services reported no remaining Brookfield Infrastructure Partners position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 9,328 Brookfield Infrastructure Partners shares in Q2 2024, an estimated $294K.
Level Four Advisory Services first reported a position in Brookfield Infrastructure Partners in Q1 2023 and held it in 5 quarters.
Level Four Advisory Services's Brookfield Infrastructure Partners position peaked at $329K in Q2 2023.
324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.