UCFA
BIPC icon

United Capital Financial Advisors’s Brookfield Infrastructure BIPC Stock Holding History

United Capital Financial 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
Q3 		– Sell
-5,396
Closed -$246K – 842
2023
Q2 		$246K Sell
5,396
-3,710
-41% -$168K ﹤0.01% 814
2023
Q1 		$419K Sell
9,106
-830
-8% -$36.2K ﹤0.01% 757
2022
Q4 		$387K Sell
9,936
-1,052
-10% -$44.7K ﹤0.01% 807
2022
Q3 		$447K Sell
10,988
-223
-2% -$10.3K ﹤0.01% 785
2022
Q2 		$476K Buy
11,211
+37
+0.3% +$1.75K ﹤0.01% 810
2022
Q1 		$562K Buy
11,174
+6,009
+116% +$275K ﹤0.01% 804
2021
Q4 		$235K Sell
5,165
-199
-4% -$8.24K ﹤0.01% 1099
2021
Q3 		$214K Hold
5,364
– – ﹤0.01% 1119
2021
Q2 		$270K Sell
5,364
-10,934
-67% -$527K ﹤0.01% 1053
2021
Q1 		$830K Buy
16,298
+10,769
+195% +$486K ﹤0.01% 712
2020
Q4 		$267K Sell
5,529
-275
-5% -$11.7K ﹤0.01% 1037
2020
Q3 		$214K Buy
+5,804
New +$193K ﹤0.01% 1057
2020
Q2 		– Sell
-35,279
Closed -$825K – 1193
2020
Q1 		$825K Buy
+35,279
New +$765K 0.01% 681

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

United Capital Financial Advisors's BIPC Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Brookfield Infrastructure (BIPC) in Q3 2023, closing a stake of 5,396 shares — an estimated $246K sold.

United Capital Financial Advisors first reported a position in BIPC in Q1 2020 and held it in 13 quarters. The position peaked at $830K in Q1 2021. 313 funds tracked by Wall St. Rank hold BIPC as of Q3 2023.

  • United Capital Financial Advisors reported no remaining Brookfield Infrastructure position as of Q3 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,396 Brookfield Infrastructure shares in Q3 2023, an estimated $246K.
  • United Capital Financial Advisors first reported a position in Brookfield Infrastructure in Q1 2020 and held it in 13 quarters.
  • United Capital Financial Advisors's Brookfield Infrastructure position peaked at $830K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.