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Provenance Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Provenance Wealth 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
2024
Q4 		– Sell
-600
Closed -$21K – 559
2024
Q3 		$21K Hold
600
– – ﹤0.01% 284
2024
Q2 		$16.5K Hold
600
– – ﹤0.01% 266
2024
Q1 		$18.7K Hold
600
– – ﹤0.01% 278
2023
Q4 		$18.9K Hold
600
– – ﹤0.01% 268
2023
Q3 		$17.6K Buy
+600
New +$19.9K ﹤0.01% 223

Other funds holding BIP

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

Provenance Wealth Advisors's BIP Position: Q4 2024 in Review

Provenance Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q4 2024, closing a stake of 600 shares — an estimated $21K sold.

Provenance Wealth Advisors first reported a position in BIP in Q3 2023 and held it in 5 quarters. The position peaked at $21K in Q3 2024. 333 funds tracked by Wall St. Rank hold BIP as of Q4 2024.

  • Provenance Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q4 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 600 Brookfield Infrastructure Partners shares in Q4 2024, an estimated $21K.
  • Provenance Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q3 2023 and held it in 5 quarters.
  • Provenance Wealth Advisors's Brookfield Infrastructure Partners position peaked at $21K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2024.

Based on Provenance Wealth Advisors's 13F filing for Q4 2024, filed 15 Aug 2025.