RMR Wealth Builders’s Brookfield Infrastructure BIPC Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-212	Closed	-$11K	–	235
2021 Q1	$11K	Buy	+212	New	+$9.57K	﹤0.01%	585
2020 Q3	–	Sell	-84	Closed	-$3K	–	253
2020 Q2	$3K	Buy	+84	New	+$2.44K	﹤0.01%	398

Other funds holding BIPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

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

CIM

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

RMR Wealth Builders's BIPC Position: Q2 2021 in Review

RMR Wealth Builders sold out of Brookfield Infrastructure (BIPC) in Q2 2021, closing a stake of 212 shares — an estimated $11K sold.

RMR Wealth Builders first reported a position in BIPC in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 265 funds tracked by Wall St. Rank hold BIPC as of Q2 2021.

RMR Wealth Builders reported no remaining Brookfield Infrastructure position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 212 Brookfield Infrastructure shares in Q2 2021, an estimated $11K.
RMR Wealth Builders first reported a position in Brookfield Infrastructure in Q2 2020 and held it in 2 quarters.
RMR Wealth Builders's Brookfield Infrastructure position peaked at $11K in Q1 2021.
265 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.