McKinley Carter Wealth Services’s Brookfield Infrastructure Partners BIP Stock Holding History

McKinley Carter Wealth 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
2022 Q3	–	Sell	-5,291	Closed	-$202K	–	283
2022 Q2	$202K	Sell	5,291 -1	-0%	-$41	0.02%	285
2022 Q1	$234K	Hold	5,292	–	–	0.02%	266
2021 Q4	$215K	Buy	+5,292	New	+$204K	0.02%	280
2021 Q3	–	Sell	-6,015	Closed	-$223K	–	288
2021 Q2	$223K	Hold	6,015	–	–	0.02%	268
2021 Q1	$213K	Sell	6,015 -408	-6%	-$14.2K	0.02%	276
2020 Q4	$211K	Buy	+6,423	New	+$209K	0.03%	247
2018 Q2	–	Sell	-8,412	Closed	-$209K	–	185
2018 Q1	$209K	Buy	8,412 +219	+3%	+$5.44K	0.07%	153
2017 Q4	$219K	Hold	8,193	–	–	0.08%	147
2017 Q3	$210K	Buy	+8,193	New	+$206K	0.08%	139

Other funds holding BIP

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

McKinley Carter Wealth Services's BIP Position: Q3 2022 in Review

McKinley Carter Wealth Services sold out of Brookfield Infrastructure Partners (BIP) in Q3 2022, closing a stake of 5,291 shares — an estimated $202K sold.

McKinley Carter Wealth Services first reported a position in BIP in Q3 2017 and held it in 9 quarters. The position peaked at $234K in Q1 2022. 329 funds tracked by Wall St. Rank hold BIP as of Q3 2022.

McKinley Carter Wealth Services reported no remaining Brookfield Infrastructure Partners position as of Q3 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 5,291 Brookfield Infrastructure Partners shares in Q3 2022, an estimated $202K.
McKinley Carter Wealth Services first reported a position in Brookfield Infrastructure Partners in Q3 2017 and held it in 9 quarters.
McKinley Carter Wealth Services's Brookfield Infrastructure Partners position peaked at $234K in Q1 2022.
329 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2022, filed 24 Oct 2022.