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Sequoia Financial Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Sequoia Financial Advisors’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
2026
Q1 		$3.1M Buy
78,404
+1,535
+2% +$70.4K 0.02% 450
2025
Q4 		$3.49M Buy
76,869
+22
+0% +$996 0.02% 406
2025
Q3 		$3.16M Sell
76,847
-1,165
-1% -$47.2K 0.02% 404
2025
Q2 		$3.25M Sell
78,012
-915
-1% -$35.2K 0.02% 364
2025
Q1 		$2.86M Buy
+78,927
New +$3.11M 0.02% 370
2024
Q4 		– Sell
-96,562
Closed -$4.19M – 1362
2024
Q3 		$4.19M Buy
+96,562
New +$3.75M 0.05% 232
2021
Q1 		– Sell
-28,508
Closed -$1.37M – 449
2020
Q4 		$1.37M Sell
28,508
-1,056
-4% -$44.7K 0.06% 152
2020
Q3 		$1.09M Sell
29,564
-81
-0.3% -$2.69K 0.06% 159
2020
Q2 		$900K Sell
29,645
-130
-0.4% -$3.77K 0.05% 162
2020
Q1 		$696K Buy
+29,775
New +$646K 0.05% 160

Other funds holding BIPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return