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Selective Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-49
Closed -$2K – 182
2022
Q3 		$2K Hold
49
– – ﹤0.01% 661
2022
Q2 		$2K Sell
49
-1
-2% -$47 ﹤0.01% 687
2022
Q1 		$2K Hold
50
– – ﹤0.01% 652
2021
Q4 		$2K Hold
50
– – ﹤0.01% 599
2021
Q3 		$2K Hold
50
– – ﹤0.01% 535
2021
Q2 		$2K Hold
50
– – ﹤0.01% 453
2021
Q1 		$3K Sell
50
-12
-19% -$541 ﹤0.01% 336
2020
Q4 		$3K Buy
62
+12
+24% +$508 ﹤0.01% 315
2020
Q3 		$2K Buy
+50
New +$1.66K ﹤0.01% 280

Other funds holding BIPC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Selective Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q4 2022, closing a stake of 49 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in BIPC in Q3 2020 and held it in 9 quarters. The position peaked at $3K in Q1 2021. 317 funds tracked by Wall St. Rank hold BIPC as of Q4 2022.

  • Selective Wealth Management reported no remaining Brookfield Infrastructure position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 49 Brookfield Infrastructure shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Brookfield Infrastructure in Q3 2020 and held it in 9 quarters.
  • Selective Wealth Management's Brookfield Infrastructure position peaked at $3K in Q1 2021.
  • 317 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2022.

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