9258 Wealth Management’s Brookfield BN Stock Holding History

9258 Wealth Management’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,706	Closed	-$235K	–	338
2022 Q1	$235K	Sell	7,706 -115	-1%	-$3.44K	0.05%	322
2021 Q4	$255K	Sell	7,821 -18	-0.2%	-$569	0.06%	318
2021 Q3	$226K	Buy	7,839 +51	+0.7%	+$1.49K	0.06%	309
2021 Q2	$214K	Buy	+7,788	New	+$199K	0.06%	320

Other funds holding BN

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

9258 Wealth Management's BN Position: Q2 2022 in Review

9258 Wealth Management sold out of Brookfield (BN) in Q2 2022, closing a stake of 7,706 shares — an estimated $235K sold.

9258 Wealth Management first reported a position in BN in Q2 2021 and held it in 4 quarters. The position peaked at $255K in Q4 2021. 716 funds tracked by Wall St. Rank hold BN as of Q2 2022.

9258 Wealth Management reported no remaining Brookfield position as of Q2 2022 after selling out during the quarter.
9258 Wealth Management sold 7,706 Brookfield shares in Q2 2022, an estimated $235K.
9258 Wealth Management first reported a position in Brookfield in Q2 2021 and held it in 4 quarters.
9258 Wealth Management's Brookfield position peaked at $255K in Q4 2021.
716 funds tracked by Wall St. Rank held Brookfield as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.