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Sugarloaf Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$9.17K Buy
288
+3
+1% +$102 ﹤0.01% 510
2024
Q3 		$9.99K Buy
285
+4
+1% +$126 ﹤0.01% 505
2024
Q2 		$7.71K Buy
281
+3
+1% +$85 ﹤0.01% 502
2024
Q1 		$8.66K Buy
278
+4
+1% +$121 ﹤0.01% 499
2023
Q4 		$8.64K Buy
274
+3
+1% +$81 ﹤0.01% 501
2023
Q3 		$7.96K Buy
271
+3
+1% +$99 ﹤0.01% 488
2023
Q2 		$9.79K Buy
268
+3
+1% +$107 ﹤0.01% 478
2023
Q1 		$8.97K Buy
265
+2
+0.8% +$67 ﹤0.01% 491
2022
Q4 		$8.14K Buy
263
+2
+0.8% +$70 ﹤0.01% 517
2022
Q3 		$10K Buy
261
+2
+0.8% +$80 ﹤0.01% 518
2022
Q2 		$10K Buy
+259
New +$10.6K ﹤0.01% 523
2021
Q3 		– Sell
-251
Closed -$9K – 766
2021
Q2 		$9K Buy
251
+2
+0.8% +$72 ﹤0.01% 502
2021
Q1 		$9 Buy
+249
New +$8.68K ﹤0.01% 505
2020
Q4 		– Sell
-243
Closed -$8K – 722
2020
Q3 		$8K Sell
243
-3,123
-93% -$91.9K ﹤0.01% 472
2020
Q2 		$92K Buy
+3,366
New +$89.8K 0.04% 168
2020
Q1 		– Sell
-4,030
Closed -$120K – 689
2019
Q4 		$120K Buy
+4,030
New +$121K 0.05% 156

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Sugarloaf Wealth Management's BIP Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Brookfield Infrastructure Partners (BIP) stake by 1.1% in Q4 2024, buying an estimated $102 and bringing the position to 288 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Sugarloaf Wealth Management first reported a position in BIP in Q4 2019 and has held it in 16 quarters since. The position peaked at $120K in Q4 2019. 331 funds tracked by Wall St. Rank hold BIP as of Q4 2024.

  • Sugarloaf Wealth Management held 288 shares of Brookfield Infrastructure Partners worth $9.17K as of Q4 2024.
  • Sugarloaf Wealth Management bought 3 Brookfield Infrastructure Partners shares in Q4 2024, an estimated $102.
  • Brookfield Infrastructure Partners made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #510 holding.
  • Sugarloaf Wealth Management first reported a position in Brookfield Infrastructure Partners in Q4 2019 and has held it in 16 quarters since.
  • Sugarloaf Wealth Management's Brookfield Infrastructure Partners position peaked at $120K in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.