TCI Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-341	Closed	-$15.7K	–	452
2023 Q1	$15.7K	Buy	341 +43	+14%	+$1.87K	﹤0.01%	832
2022 Q4	$11.6K	Buy	298 +120	+67%	+$5.1K	﹤0.01%	970
2022 Q3	$7K	Hold	178	–	–	﹤0.01%	1225
2022 Q2	$8K	Sell	178 -7	-4%	-$331	﹤0.01%	1133
2022 Q1	$9K	Sell	185 -6	-3%	-$274	﹤0.01%	1140
2021 Q4	$9K	Buy	191 +47	+33%	+$1.95K	﹤0.01%	1227
2021 Q3	$6K	Buy	+144	New	+$6.3K	﹤0.01%	1425
2021 Q2	–	Sell	-60	Closed	-$3K	–	2320
2021 Q1	$3K	Buy	+60	New	+$2.71K	﹤0.01%	1494

Other funds holding BIPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TCI Wealth Advisors's BIPC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Brookfield Infrastructure (BIPC) in Q2 2023, closing a stake of 341 shares — an estimated $15.7K sold.

TCI Wealth Advisors first reported a position in BIPC in Q1 2021 and held it in 8 quarters. The position peaked at $15.7K in Q1 2023. 308 funds tracked by Wall St. Rank hold BIPC as of Q2 2023.

TCI Wealth Advisors reported no remaining Brookfield Infrastructure position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 341 Brookfield Infrastructure shares in Q2 2023, an estimated $15.7K.
TCI Wealth Advisors first reported a position in Brookfield Infrastructure in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Brookfield Infrastructure position peaked at $15.7K in Q1 2023.
308 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.