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Planned Solutions’s Brookfield Infrastructure Partners BIP Stock Holding History

Planned Solutions’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
Q4 		– Sell
-450
Closed -$15.8K – 168
2024
Q3 		$15.8K Buy
+450
New +$14.1K 0.01% 409
2024
Q1 		– Sell
-450
Closed -$14.2K – 140
2023
Q4 		$14.2K Buy
+450
New +$12.2K 0.01% 399
2021
Q1 		– Sell
-900
Closed -$30K – 94
2020
Q4 		$30K Buy
900
+450
+100% +$14.7K 0.02% 250
2020
Q3 		$14K Buy
+450
New +$13.2K 0.01% 236

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Planned Solutions's BIP Position: Q4 2024 in Review

Planned Solutions sold out of Brookfield Infrastructure Partners (BIP) in Q4 2024, closing a stake of 450 shares — an estimated $15.8K sold.

Planned Solutions first reported a position in BIP in Q3 2020 and held it in 4 quarters. The position peaked at $30K in Q4 2020. 333 funds tracked by Wall St. Rank hold BIP as of Q4 2024.

  • Planned Solutions reported no remaining Brookfield Infrastructure Partners position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 450 Brookfield Infrastructure Partners shares in Q4 2024, an estimated $15.8K.
  • Planned Solutions first reported a position in Brookfield Infrastructure Partners in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Brookfield Infrastructure Partners position peaked at $30K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.