Winch Advisory Services’s Brookfield Infrastructure BIPC Stock Holding History

Winch Advisory Services’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
2024 Q1	–	Sell	-1	Closed	-$38	–	447
2023 Q4	$38	Hold	1	–	–	﹤0.01%	435
2023 Q3	$0	Hold	1	–	–	﹤0.01%	423
2023 Q2	$0	Hold	1	–	–	﹤0.01%	422
2023 Q1	$0	Hold	1	–	–	﹤0.01%	418
2022 Q4	$0	Hold	1	–	–	﹤0.01%	408
2022 Q3	$0	Hold	1	–	–	﹤0.01%	399
2022 Q2	$0	Sell	1 -1	-50%	-$47	﹤0.01%	438
2022 Q1	$0	Hold	2	–	–	﹤0.01%	462
2021 Q4	$0	Hold	2	–	–	﹤0.01%	476
2021 Q3	$0	Hold	2	–	–	﹤0.01%	486
2021 Q2	$0	Hold	2	–	–	﹤0.01%	488
2021 Q1	$0	Hold	2	–	–	﹤0.01%	460
2020 Q4	$0	Hold	2	–	–	﹤0.01%	426
2020 Q3	$0	Hold	2	–	–	﹤0.01%	389
2020 Q2	$0	Hold	2	–	–	﹤0.01%	380
2020 Q1	$0	Buy	+2	New	+$43	﹤0.01%	344

Other funds holding BIPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Winch Advisory Services's BIPC Position: Q1 2024 in Review

Winch Advisory Services sold out of Brookfield Infrastructure (BIPC) in Q1 2024, closing a stake of 1 share — an estimated $38 sold.

Winch Advisory Services first reported a position in BIPC in Q1 2020 and held it in 16 quarters. The position peaked at $38 in Q4 2023. 333 funds tracked by Wall St. Rank hold BIPC as of Q1 2024.

Winch Advisory Services reported no remaining Brookfield Infrastructure position as of Q1 2024 after selling out during the quarter.
Winch Advisory Services sold 1 Brookfield Infrastructure share in Q1 2024, an estimated $38.
Winch Advisory Services first reported a position in Brookfield Infrastructure in Q1 2020 and held it in 16 quarters.
Winch Advisory Services's Brookfield Infrastructure position peaked at $38 in Q4 2023.
333 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2024.

Based on Winch Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.