Walled Lake Planning & Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-3,615	Closed	-$135K	–	129
2021 Q3	$135K	Hold	3,615	–	–	0.08%	97
2021 Q2	$134K	Hold	3,615	–	–	0.09%	95
2021 Q1	$128K	Buy	3,615 +15	+0.4%	+$523	0.09%	94
2020 Q4	$119K	Hold	3,600	–	–	0.09%	89
2020 Q3	$114K	Buy	+3,600	New	+$106K	0.09%	88

Other funds holding BIP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

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

Walled Lake Planning & Wealth Management's BIP Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q4 2021, closing a stake of 3,615 shares — an estimated $135K sold.

Walled Lake Planning & Wealth Management first reported a position in BIP in Q3 2020 and held it in 5 quarters. The position peaked at $135K in Q3 2021. 354 funds tracked by Wall St. Rank hold BIP as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 3,615 Brookfield Infrastructure Partners shares in Q4 2021, an estimated $135K.
Walled Lake Planning & Wealth Management first reported a position in Brookfield Infrastructure Partners in Q3 2020 and held it in 5 quarters.
Walled Lake Planning & Wealth Management's Brookfield Infrastructure Partners position peaked at $135K in Q3 2021.
354 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.