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

LJI 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
2023 Q4	–	Sell	-6,945	Closed	-$204K	–	172
2023 Q3	$204K	Hold	6,945	–	–	0.06%	150
2023 Q2	$253K	Hold	6,945	–	–	0.07%	133
2023 Q1	$235K	Hold	6,945	–	–	0.07%	135
2022 Q4	$215K	Buy	+6,945	New	+$243K	0.08%	129

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

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

LJI Wealth Management's BIP Position: Q4 2023 in Review

LJI Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q4 2023, closing a stake of 6,945 shares — an estimated $204K sold.

LJI Wealth Management first reported a position in BIP in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q2 2023. 331 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

LJI Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q4 2023 after selling out during the quarter.
LJI Wealth Management sold 6,945 Brookfield Infrastructure Partners shares in Q4 2023, an estimated $204K.
LJI Wealth Management first reported a position in Brookfield Infrastructure Partners in Q4 2022 and held it in 4 quarters.
LJI Wealth Management's Brookfield Infrastructure Partners position peaked at $253K in Q2 2023.
331 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on LJI Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.