Total Clarity Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Total Clarity Wealth Management’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 Q4	–	Sell	-9,275	Closed	-$377K	–	227
2022 Q3	$377K	Buy	9,275 +500	+6%	+$23K	0.24%	130
2022 Q2	$373K	Buy	8,775 +630	+8%	+$29.8K	0.19%	125
2022 Q1	$410K	Buy	8,145 +495	+6%	+$22.6K	0.22%	120
2021 Q4	$348K	Buy	+7,650	New	+$317K	0.16%	145

Other funds holding BIPC

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Total Clarity Wealth Management's BIPC Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q4 2022, closing a stake of 9,275 shares — an estimated $377K sold.

Total Clarity Wealth Management first reported a position in BIPC in Q4 2021 and held it in 4 quarters. The position peaked at $410K in Q1 2022. 317 funds tracked by Wall St. Rank hold BIPC as of Q4 2022.

Total Clarity Wealth Management reported no remaining Brookfield Infrastructure position as of Q4 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 9,275 Brookfield Infrastructure shares in Q4 2022, an estimated $377K.
Total Clarity Wealth Management first reported a position in Brookfield Infrastructure in Q4 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Brookfield Infrastructure position peaked at $410K in Q1 2022.
317 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.