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Safeguard Investment Advisory Group’s Brookfield Infrastructure BIPC Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-221
Closed -$10K – 147
2020
Q4 		$10K Buy
+221
New +$9.36K 0.01% 406

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Safeguard Investment Advisory Group's BIPC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Brookfield Infrastructure (BIPC) in Q1 2021, closing a stake of 221 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in BIPC in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 270 funds tracked by Wall St. Rank hold BIPC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Brookfield Infrastructure position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 221 Brookfield Infrastructure shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Brookfield Infrastructure in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Brookfield Infrastructure position peaked at $10K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.