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Raffa Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Raffa Wealth Management’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
2025
Q1 		– Sell
-200
Closed -$6.36K – 1084
2024
Q4 		$6.36K Buy
+200
New +$6.82K ﹤0.01% 407

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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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Raffa Wealth Management's BIP Position: Q1 2025 in Review

Raffa Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2025, closing a stake of 200 shares — an estimated $6.36K sold.

Raffa Wealth Management first reported a position in BIP in Q4 2024 and held it in 1 quarter. The position peaked at $6.36K in Q4 2024. 323 funds tracked by Wall St. Rank hold BIP as of Q1 2025.

  • Raffa Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 200 Brookfield Infrastructure Partners shares in Q1 2025, an estimated $6.36K.
  • Raffa Wealth Management first reported a position in Brookfield Infrastructure Partners in Q4 2024 and held it in 1 quarter.
  • Raffa Wealth Management's Brookfield Infrastructure Partners position peaked at $6.36K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2025.

Based on Raffa Wealth Management's 13F filing for Q1 2025, filed 27 Jul 2026.