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SkyOak Wealth’s Brookfield Infrastructure Partners BIP Stock Holding History

SkyOak Wealth’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
2023
Q1 		– Sell
-10,500
Closed -$325K – 258
2022
Q4 		$325K Hold
10,500
– – 0.11% 152
2022
Q3 		$377K Hold
10,500
– – 0.14% 130
2022
Q2 		$401K Hold
10,500
– – 0.14% 131
2022
Q1 		$464K Hold
10,500
– – 0.13% 138
2021
Q4 		$426K Buy
+10,500
New +$406K 0.11% 146

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

SkyOak Wealth's BIP Position: Q1 2023 in Review

SkyOak Wealth sold out of Brookfield Infrastructure Partners (BIP) in Q1 2023, closing a stake of 10,500 shares — an estimated $325K sold.

SkyOak Wealth first reported a position in BIP in Q4 2021 and held it in 5 quarters. The position peaked at $464K in Q1 2022. 324 funds tracked by Wall St. Rank hold BIP as of Q1 2023.

  • SkyOak Wealth reported no remaining Brookfield Infrastructure Partners position as of Q1 2023 after selling out during the quarter.
  • SkyOak Wealth sold 10,500 Brookfield Infrastructure Partners shares in Q1 2023, an estimated $325K.
  • SkyOak Wealth first reported a position in Brookfield Infrastructure Partners in Q4 2021 and held it in 5 quarters.
  • SkyOak Wealth's Brookfield Infrastructure Partners position peaked at $464K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2023.

Based on SkyOak Wealth's 13F filing for Q1 2023, filed 2 May 2023.