Artemis Wealth Advisors’s Brookfield BN Stock Holding History

Artemis Wealth Advisors’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	-351	Closed	-$10.7K	–	132
2022 Q1	$10.7K	Hold	351	–	–	﹤0.01%	54
2021 Q4	$11.5K	Sell	351 -1,736	-83%	-$54.9K	﹤0.01%	67
2021 Q3	$60.2K	Hold	2,087	–	–	0.01%	43
2021 Q2	$57.4K	Sell	2,087 -15	-0.7%	-$384	0.01%	41
2021 Q1	$50.1K	Hold	2,102	–	–	0.01%	49
2020 Q4	$46.4K	Hold	2,102	–	–	0.01%	45
2020 Q3	$37.2K	Hold	2,102	–	–	0.01%	46
2020 Q2	$37K	Buy	+2,102	New	+$36.9K	0.01%	35
2020 Q1	–	Sell	-619	Closed	-$12.8K	–	82
2019 Q4	$12.8K	Buy	+619	New	+$12.3K	﹤0.01%	101

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

Artemis Wealth Advisors's BN Position: Q2 2022 in Review

Artemis Wealth Advisors sold out of Brookfield (BN) in Q2 2022, closing a stake of 351 shares — an estimated $10.7K sold.

Artemis Wealth Advisors first reported a position in BN in Q4 2019 and held it in 9 quarters. The position peaked at $60.2K in Q3 2021. 716 funds tracked by Wall St. Rank hold BN as of Q2 2022.

Artemis Wealth Advisors reported no remaining Brookfield position as of Q2 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 351 Brookfield shares in Q2 2022, an estimated $10.7K.
Artemis Wealth Advisors first reported a position in Brookfield in Q4 2019 and held it in 9 quarters.
Artemis Wealth Advisors's Brookfield position peaked at $60.2K in Q3 2021.
716 funds tracked by Wall St. Rank held Brookfield as of Q2 2022.

Based on Artemis Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.