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Symphony Financial’s Brookfield Infrastructure BIPC Stock Holding History

Symphony Financial’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
2022
Q2 		– Sell
-4,754
Closed -$241K – 181
2022
Q1 		$241K Buy
+4,754
New +$217K 0.06% 174

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
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
SPF
Steven Patrick Farmer $6.42B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Symphony Financial's BIPC Position: Q2 2022 in Review

Symphony Financial sold out of Brookfield Infrastructure (BIPC) in Q2 2022, closing a stake of 4,754 shares — an estimated $241K sold.

Symphony Financial first reported a position in BIPC in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 307 funds tracked by Wall St. Rank hold BIPC as of Q2 2022.

  • Symphony Financial reported no remaining Brookfield Infrastructure position as of Q2 2022 after selling out during the quarter.
  • Symphony Financial sold 4,754 Brookfield Infrastructure shares in Q2 2022, an estimated $241K.
  • Symphony Financial first reported a position in Brookfield Infrastructure in Q1 2022 and held it in 1 quarter.
  • Symphony Financial's Brookfield Infrastructure position peaked at $241K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2022.

Based on Symphony Financial's 13F filing for Q2 2022, filed 18 Jul 2022.