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Sowell Financial Services’s Brookfield Infrastructure Partners BIP Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-55,964
Closed -$1.65M – 534
2023
Q3 		$1.65M Sell
55,964
-3,622
-6% -$120K 0.1% 224
2023
Q2 		$2.17M Sell
59,586
-2,375
-4% -$84.7K 0.12% 195
2023
Q1 		$2.09M Sell
61,961
-2,661
-4% -$89.7K 0.16% 148
2022
Q4 		$2M Sell
64,622
-3,654
-5% -$128K 0.13% 189
2022
Q3 		$2.45M Sell
68,276
-1,178
-2% -$47.3K 0.25% 110
2022
Q2 		$2.65M Buy
+69,454
New +$2.85M 0.25% 87
2021
Q2 		– Sell
-71,096
Closed -$2.51M – 779
2021
Q1 		$2.51M Buy
71,096
+1,190
+2% +$41.5K 0.09% 206
2020
Q4 		$2.3M Sell
69,906
-515
-0.7% -$16.8K 0.1% 187
2020
Q3 		$2.24M Buy
70,421
+59,253
+531% +$1.74M 0.11% 165
2020
Q2 		$306K Sell
11,168
-16,662
-60% -$444K 0.02% 591
2020
Q1 		$667K Sell
27,830
-323
-1% -$9.44K 0.05% 324
2019
Q4 		$838K Sell
28,153
-632
-2% -$18.9K 0.06% 312
2019
Q3 		$850K Buy
+28,785
New +$781K 0.07% 278
2019
Q1 		$743K Buy
29,813
+18
+0.1% +$423 0.08% 252
2018
Q4 		$612K Buy
+29,795
New +$680K 0.09% 235

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Sowell Financial Services's BIP Position: Q4 2023 in Review

Sowell Financial Services sold out of Brookfield Infrastructure Partners (BIP) in Q4 2023, closing a stake of 55,964 shares — an estimated $1.65M sold.

Sowell Financial Services first reported a position in BIP in Q4 2018 and held it in 15 quarters. The position peaked at $2.65M in Q2 2022. 331 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

  • Sowell Financial Services reported no remaining Brookfield Infrastructure Partners position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 55,964 Brookfield Infrastructure Partners shares in Q4 2023, an estimated $1.65M.
  • Sowell Financial Services first reported a position in Brookfield Infrastructure Partners in Q4 2018 and held it in 15 quarters.
  • Sowell Financial Services's Brookfield Infrastructure Partners position peaked at $2.65M in Q2 2022.
  • 331 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.