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

Valeo 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
2021 Q2	–	Sell	-171	Closed	-$6K	–	665
2021 Q1	$6K	Hold	171	–	–	﹤0.01%	1495
2020 Q4	$6K	Hold	171	–	–	﹤0.01%	1312
2020 Q3	$5K	Hold	171	–	–	﹤0.01%	1235
2020 Q2	$5K	Hold	171	–	–	﹤0.01%	1502
2020 Q1	$5K	Sell	171 -21	-11%	-$613	﹤0.01%	1286
2019 Q4	$6K	Hold	192	–	–	﹤0.01%	1222
2019 Q3	$6K	Hold	192	–	–	﹤0.01%	1143
2019 Q2	$5K	Hold	192	–	–	﹤0.01%	1193
2019 Q1	$5K	Hold	192	–	–	﹤0.01%	1145
2018 Q4	$4K	Hold	192	–	–	﹤0.01%	1123
2018 Q3	$4K	Hold	192	–	–	﹤0.01%	1253
2018 Q2	$5K	Buy	+192	New	+$4.51K	﹤0.01%	1122

Other funds holding BIP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Valeo Financial Advisors's BIP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q2 2021, closing a stake of 171 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in BIP in Q2 2018 and held it in 12 quarters. The position peaked at $6K in Q1 2021. 325 funds tracked by Wall St. Rank hold BIP as of Q2 2021.

Valeo Financial Advisors reported no remaining Brookfield Infrastructure Partners position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 171 Brookfield Infrastructure Partners shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's Brookfield Infrastructure Partners position peaked at $6K in Q1 2021.
325 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.