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LWM Advisory Services’s Brookfield Infrastructure Partners BIP Stock Holding History

LWM 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
2023
Q4 		– Sell
-1,629
Closed -$47.9K – 88
2023
Q3 		$47.9K Buy
+1,629
New +$53.9K 0.05% 89

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LWM Advisory Services's BIP Position: Q4 2023 in Review

LWM Advisory Services sold out of Brookfield Infrastructure Partners (BIP) in Q4 2023, closing a stake of 1,629 shares — an estimated $47.9K sold.

LWM Advisory Services first reported a position in BIP in Q3 2023 and held it in 1 quarter. The position peaked at $47.9K in Q3 2023. 330 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

  • LWM Advisory Services reported no remaining Brookfield Infrastructure Partners position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 1,629 Brookfield Infrastructure Partners shares in Q4 2023, an estimated $47.9K.
  • LWM Advisory Services first reported a position in Brookfield Infrastructure Partners in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's Brookfield Infrastructure Partners position peaked at $47.9K in Q3 2023.
  • 330 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.