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Altus Wealth Group’s Brookfield BN Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-540
Closed -$12K – 236
2020
Q4 		$12K Buy
+540
New +$10.8K 0.01% 474

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Altus Wealth Group's BN Position: Q1 2021 in Review

Altus Wealth Group sold out of Brookfield (BN) in Q1 2021, closing a stake of 540 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in BN in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 602 funds tracked by Wall St. Rank hold BN as of Q1 2021.

  • Altus Wealth Group reported no remaining Brookfield position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 540 Brookfield shares in Q1 2021, an estimated $12K.
  • Altus Wealth Group first reported a position in Brookfield in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Brookfield position peaked at $12K in Q4 2020.
  • 602 funds tracked by Wall St. Rank held Brookfield as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.