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Altshuler Shaham’s Brookfield BN Stock Holding History

Altshuler Shaham’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
2021
Q4 		– Sell
-1,290
Closed -$37K – 542
2021
Q3 		$37K Sell
1,290
-102
-7% -$2.98K ﹤0.01% 440
2021
Q2 		$38K Buy
+1,392
New +$35.6K ﹤0.01% 493

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Altshuler Shaham's BN Position: Q4 2021 in Review

Altshuler Shaham sold out of Brookfield (BN) in Q4 2021, closing a stake of 1,290 shares — an estimated $37K sold.

Altshuler Shaham first reported a position in BN in Q2 2021 and held it in 2 quarters. The position peaked at $38K in Q2 2021. 737 funds tracked by Wall St. Rank hold BN as of Q4 2021.

  • Altshuler Shaham reported no remaining Brookfield position as of Q4 2021 after selling out during the quarter.
  • Altshuler Shaham sold 1,290 Brookfield shares in Q4 2021, an estimated $37K.
  • Altshuler Shaham first reported a position in Brookfield in Q2 2021 and held it in 2 quarters.
  • Altshuler Shaham's Brookfield position peaked at $38K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held Brookfield as of Q4 2021.

Based on Altshuler Shaham's 13F filing for Q4 2021, filed 15 Feb 2022.