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Steward Financial Group’s Brookfield Infrastructure BIPC Stock Holding History

Steward Financial Group’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
2023
Q1 		– Sell
-280
Closed -$10K – 736
2022
Q4 		$10K Buy
+280
New +$11.9K 0.01% 146
2022
Q3 		– Sell
-280
Closed -$11K – 218
2022
Q2 		$11K Sell
280
-1
-0.4% -$47 0.01% 226
2022
Q1 		$14K Hold
281
– – 0.01% 184
2021
Q4 		$12K Buy
+281
New +$11.6K 0.01% 143

Other funds holding BIPC

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Steward Financial Group's BIPC Position: Q1 2023 in Review

Steward Financial Group sold out of Brookfield Infrastructure (BIPC) in Q1 2023, closing a stake of 280 shares — an estimated $10K sold.

Steward Financial Group first reported a position in BIPC in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 307 funds tracked by Wall St. Rank hold BIPC as of Q1 2023.

  • Steward Financial Group reported no remaining Brookfield Infrastructure position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 280 Brookfield Infrastructure shares in Q1 2023, an estimated $10K.
  • Steward Financial Group first reported a position in Brookfield Infrastructure in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's Brookfield Infrastructure position peaked at $14K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.