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

MinichMacGregor 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
Q1 		– Sell
-507
Closed -$15.7K – 151
2022
Q4 		$15.7K Buy
+507
New +$17.7K 0.01% 358

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Bank of Montreal
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Principal Financial Group
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

MinichMacGregor Wealth Management's BIP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2023, closing a stake of 507 shares — an estimated $15.7K sold.

MinichMacGregor Wealth Management first reported a position in BIP in Q4 2022 and held it in 1 quarter. The position peaked at $15.7K in Q4 2022. 324 funds tracked by Wall St. Rank hold BIP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 507 Brookfield Infrastructure Partners shares in Q1 2023, an estimated $15.7K.
  • MinichMacGregor Wealth Management first reported a position in Brookfield Infrastructure Partners in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Brookfield Infrastructure Partners position peaked at $15.7K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.