AWM
BN icon

Ameliora Wealth Management’s Brookfield BN Stock Holding History

Ameliora 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
Q4 		– Sell
-71
Closed -$1K – 233
2022
Q3 		$1K Buy
+71
New +$1.84K ﹤0.01% 218

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Ameliora Wealth Management's BN Position: Q4 2022 in Review

Ameliora Wealth Management sold out of Brookfield (BN) in Q4 2022, closing a stake of 71 shares — an estimated $1K sold.

Ameliora Wealth Management first reported a position in BN in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 642 funds tracked by Wall St. Rank hold BN as of Q4 2022.

  • Ameliora Wealth Management reported no remaining Brookfield position as of Q4 2022 after selling out during the quarter.
  • Ameliora Wealth Management sold 71 Brookfield shares in Q4 2022, an estimated $1K.
  • Ameliora Wealth Management first reported a position in Brookfield in Q3 2022 and held it in 1 quarter.
  • Ameliora Wealth Management's Brookfield position peaked at $1K in Q3 2022.
  • 642 funds tracked by Wall St. Rank held Brookfield as of Q4 2022.

Based on Ameliora Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.