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Wingate Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-999
Closed -$31.8K – 127
2024
Q4 		$31.8K Buy
+999
New +$34.1K 0.03% 255

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Bank of Montreal
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Principal Financial Group
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Wingate Wealth Advisors's BIP Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q1 2025, closing a stake of 999 shares — an estimated $31.8K sold.

Wingate Wealth Advisors first reported a position in BIP in Q4 2024 and held it in 1 quarter. The position peaked at $31.8K in Q4 2024. 322 funds tracked by Wall St. Rank hold BIP as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 999 Brookfield Infrastructure Partners shares in Q1 2025, an estimated $31.8K.
  • Wingate Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Brookfield Infrastructure Partners position peaked at $31.8K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.