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Plante Moran Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-546
Closed -$16.1K – 819
2023
Q3 		$16.1K Hold
546
– – ﹤0.01% 465
2023
Q2 		$19.9K Hold
546
– – ﹤0.01% 445
2023
Q1 		$18.4K Hold
546
– – ﹤0.01% 461
2022
Q4 		$16.9K Hold
546
– – ﹤0.01% 501
2022
Q3 		$20K Hold
546
– – ﹤0.01% 456
2022
Q2 		$21K Hold
546
– – ﹤0.01% 453
2022
Q1 		$24K Sell
546
-153
-22% -$6.17K ﹤0.01% 453
2021
Q4 		$28K Buy
699
+178
+34% +$6.88K ﹤0.01% 478
2021
Q3 		$19K Sell
521
-175
-25% -$6.5K ﹤0.01% 572
2021
Q2 		$26K Hold
696
– – 0.01% 501
2021
Q1 		$25K Hold
696
– – 0.01% 499
2020
Q4 		$23K Buy
696
+105
+18% +$3.42K 0.01% 498
2020
Q3 		$19K Buy
591
+79
+15% +$2.33K 0.01% 503
2020
Q2 		$14K Buy
512
+176
+52% +$4.69K 0.01% 484
2020
Q1 		$8K Buy
336
+34
+11% +$993 ﹤0.01% 518
2019
Q4 		$9K Buy
+302
New +$9.05K ﹤0.01% 554

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Plante Moran Financial Advisors's BIP Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q4 2023, closing a stake of 546 shares — an estimated $16.1K sold.

Plante Moran Financial Advisors first reported a position in BIP in Q4 2019 and held it in 16 quarters. The position peaked at $28K in Q4 2021. 331 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Brookfield Infrastructure Partners position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 546 Brookfield Infrastructure Partners shares in Q4 2023, an estimated $16.1K.
  • Plante Moran Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2019 and held it in 16 quarters.
  • Plante Moran Financial Advisors's Brookfield Infrastructure Partners position peaked at $28K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.