Planned Solutions’s Brookfield Infrastructure BIPC Stock Holding History

Planned Solutions’s Portfolio BIPC Stock Details BIPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-49	Closed	-$2.13K	–	169
2024 Q3	$2.13K	Buy	+49	New	+$1.91K	﹤0.01%	546
2024 Q1	–	Sell	-49	Closed	-$1.73K	–	141
2023 Q4	$1.73K	Buy	+49	New	+$1.56K	﹤0.01%	515
2021 Q1	–	Sell	-99	Closed	-$5K	–	95
2020 Q4	$5K	Buy	99 +49	+98%	+$2.08K	﹤0.01%	379
2020 Q3	$2K	Buy	+50	New	+$1.66K	﹤0.01%	308

Other funds holding BIPC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's BIPC Position: Q4 2024 in Review

Planned Solutions sold out of Brookfield Infrastructure (BIPC) in Q4 2024, closing a stake of 49 shares — an estimated $2.13K sold.

Planned Solutions first reported a position in BIPC in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 315 funds tracked by Wall St. Rank hold BIPC as of Q4 2024.

Planned Solutions reported no remaining Brookfield Infrastructure position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 49 Brookfield Infrastructure shares in Q4 2024, an estimated $2.13K.
Planned Solutions first reported a position in Brookfield Infrastructure in Q3 2020 and held it in 4 quarters.
Planned Solutions's Brookfield Infrastructure position peaked at $5K in Q4 2020.
315 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2024.

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