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Planning Capital Management Corporation’s Brookfield Infrastructure BIPC Stock Holding History

Planning Capital Management Corporation’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
Q3 		$27K Hold
622
– – 0.02% 247
2024
Q2 		$20.9K Hold
622
– – 0.01% 274
2024
Q1 		$22.4K Hold
622
– – 0.02% 270
2023
Q4 		$21.9K Buy
+622
New +$19.8K 0.02% 275

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Planning Capital Management Corporation's BIPC Position: Q3 2024 in Review

Planning Capital Management Corporation held its Brookfield Infrastructure (BIPC) position steady in Q3 2024 at 622 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #247.

Planning Capital Management Corporation first reported a position in BIPC in Q4 2023 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold BIPC as of Q3 2024.

  • Planning Capital Management Corporation held 622 shares of Brookfield Infrastructure worth $27K as of Q3 2024.
  • Planning Capital Management Corporation left its Brookfield Infrastructure share count unchanged in Q3 2024.
  • Brookfield Infrastructure made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #247 holding.
  • Planning Capital Management Corporation first reported a position in Brookfield Infrastructure in Q4 2023 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.