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Advisor OS’s Brookfield BN Stock Holding History

Advisor OS’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
2024
Q4 		– Sell
-6,899
Closed -$244K – 412
2024
Q3 		$244K Buy
+6,899
New +$218K 0.02% 354

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Advisor OS's BN Position: Q4 2024 in Review

Advisor OS sold out of Brookfield (BN) in Q4 2024, closing a stake of 6,899 shares — an estimated $244K sold.

Advisor OS first reported a position in BN in Q3 2024 and held it in 1 quarter. The position peaked at $244K in Q3 2024. 824 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Advisor OS reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 6,899 Brookfield shares in Q4 2024, an estimated $244K.
  • Advisor OS first reported a position in Brookfield in Q3 2024 and held it in 1 quarter.
  • Advisor OS's Brookfield position peaked at $244K in Q3 2024.
  • 824 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.