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Sound View Wealth Advisors Group’s Brookfield Infrastructure Partners BIP Stock Holding History

Sound View Wealth Advisors Group’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
Q3 		– Sell
-5,750
Closed -$210K – 366
2023
Q2 		$210K Buy
+5,750
New +$205K 0.03% 348

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Sound View Wealth Advisors Group's BIP Position: Q3 2023 in Review

Sound View Wealth Advisors Group sold out of Brookfield Infrastructure Partners (BIP) in Q3 2023, closing a stake of 5,750 shares — an estimated $210K sold.

Sound View Wealth Advisors Group first reported a position in BIP in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 319 funds tracked by Wall St. Rank hold BIP as of Q3 2023.

  • Sound View Wealth Advisors Group reported no remaining Brookfield Infrastructure Partners position as of Q3 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 5,750 Brookfield Infrastructure Partners shares in Q3 2023, an estimated $210K.
  • Sound View Wealth Advisors Group first reported a position in Brookfield Infrastructure Partners in Q2 2023 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Brookfield Infrastructure Partners position peaked at $210K in Q2 2023.
  • 319 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2023, filed 7 Nov 2023.