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Triad Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Triad Financial Advisors’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
2022
Q2 		– Sell
-4,629
Closed -$204K – 104
2022
Q1 		$204K Sell
4,629
-1,253
-21% -$50.6K 0.11% 108
2021
Q4 		$238K Buy
+5,882
New +$227K 0.14% 108

Other funds holding BIP

Royal Bank of Canada
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Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Triad Financial Advisors's BIP Position: Q2 2022 in Review

Triad Financial Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q2 2022, closing a stake of 4,629 shares — an estimated $204K sold.

Triad Financial Advisors first reported a position in BIP in Q4 2021 and held it in 2 quarters. The position peaked at $238K in Q4 2021. 351 funds tracked by Wall St. Rank hold BIP as of Q2 2022.

  • Triad Financial Advisors reported no remaining Brookfield Infrastructure Partners position as of Q2 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 4,629 Brookfield Infrastructure Partners shares in Q2 2022, an estimated $204K.
  • Triad Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2021 and held it in 2 quarters.
  • Triad Financial Advisors's Brookfield Infrastructure Partners position peaked at $238K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2022.

Based on Triad Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.