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

Selective 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
2022 Q4	–	Sell	-450	Closed	-$16K	–	181
2022 Q3	$16K	Hold	450	–	–	0.01%	459
2022 Q2	$17K	Hold	450	–	–	0.01%	487
2022 Q1	$20K	Hold	450	–	–	0.01%	445
2021 Q4	$18K	Hold	450	–	–	0.01%	421
2021 Q3	$17K	Hold	450	–	–	0.01%	378
2021 Q2	$17K	Hold	450	–	–	0.01%	291
2021 Q1	$16K	Sell	450 -113	-20%	-$3.94K	0.01%	211
2020 Q4	$19K	Buy	563 +113	+25%	+$3.68K	0.01%	188
2020 Q3	$14K	Buy	+450	New	+$13.2K	0.01%	179

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Selective Wealth Management's BIP Position: Q4 2022 in Review

Selective Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q4 2022, closing a stake of 450 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in BIP in Q3 2020 and held it in 9 quarters. The position peaked at $20K in Q1 2022. 328 funds tracked by Wall St. Rank hold BIP as of Q4 2022.

Selective Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 450 Brookfield Infrastructure Partners shares in Q4 2022, an estimated $16K.
Selective Wealth Management first reported a position in Brookfield Infrastructure Partners in Q3 2020 and held it in 9 quarters.
Selective Wealth Management's Brookfield Infrastructure Partners position peaked at $20K in Q1 2022.
328 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.