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Wintrust Investments’s Brookfield Infrastructure BIPC Stock Holding History

Wintrust Investments’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
2023
Q3 		– Sell
-4,435
Closed -$202K – 411
2023
Q2 		$202K Hold
4,435
– – 0.02% 408
2023
Q1 		$204K Buy
+4,435
New +$193K 0.03% 320
2022
Q1 		– Sell
-4,460
Closed -$203K – 412
2021
Q4 		$203K Buy
+4,460
New +$185K 0.02% 408
2021
Q3 		– Sell
-4,523
Closed -$227K – 284
2021
Q2 		$227K Hold
4,523
– – 0.02% 390
2021
Q1 		$230K Buy
+4,523
New +$204K 0.02% 370

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Wintrust Investments's BIPC Position: Q3 2023 in Review

Wintrust Investments sold out of Brookfield Infrastructure (BIPC) in Q3 2023, closing a stake of 4,435 shares — an estimated $202K sold.

Wintrust Investments first reported a position in BIPC in Q1 2021 and held it in 5 quarters. The position peaked at $230K in Q1 2021. 313 funds tracked by Wall St. Rank hold BIPC as of Q3 2023.

  • Wintrust Investments reported no remaining Brookfield Infrastructure position as of Q3 2023 after selling out during the quarter.
  • Wintrust Investments sold 4,435 Brookfield Infrastructure shares in Q3 2023, an estimated $202K.
  • Wintrust Investments first reported a position in Brookfield Infrastructure in Q1 2021 and held it in 5 quarters.
  • Wintrust Investments's Brookfield Infrastructure position peaked at $230K in Q1 2021.
  • 313 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2023.

Based on Wintrust Investments's 13F filing for Q3 2023, filed 13 Nov 2023.