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USA Financial Formulas’s Brookfield Infrastructure Partners BIP Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-52
Closed -$1.53K – 366
2023
Q3 		$1.53K Hold
52
– – ﹤0.01% 359
2023
Q2 		$1.9K Hold
52
– – ﹤0.01% 305
2023
Q1 		$1.76K Buy
+52
New +$1.75K ﹤0.01% 234
2022
Q3 		$2K Hold
42
– – ﹤0.01% 161
2022
Q2 		$2K Hold
42
– – ﹤0.01% 188
2022
Q1 		$2K Buy
+42
New +$1.7K ﹤0.01% 221

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Principal Financial Group
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

USA Financial Formulas's BIP Position: Q4 2023 in Review

USA Financial Formulas sold out of Brookfield Infrastructure Partners (BIP) in Q4 2023, closing a stake of 52 shares — an estimated $1.53K sold.

USA Financial Formulas first reported a position in BIP in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 331 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

  • USA Financial Formulas reported no remaining Brookfield Infrastructure Partners position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 52 Brookfield Infrastructure Partners shares in Q4 2023, an estimated $1.53K.
  • USA Financial Formulas first reported a position in Brookfield Infrastructure Partners in Q1 2022 and held it in 6 quarters.
  • USA Financial Formulas's Brookfield Infrastructure Partners position peaked at $2K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.