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U.S. Capital Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-3,571
Closed -$111K – 735
2022
Q4 		$111K Buy
+3,571
New +$125K 0.01% 720

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Bank of Montreal
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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

U.S. Capital Wealth Advisors's BIP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q1 2023, closing a stake of 3,571 shares — an estimated $111K sold.

U.S. Capital Wealth Advisors first reported a position in BIP in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 324 funds tracked by Wall St. Rank hold BIP as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,571 Brookfield Infrastructure Partners shares in Q1 2023, an estimated $111K.
  • U.S. Capital Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Brookfield Infrastructure Partners position peaked at $111K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.