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Aspetuck Financial Management’s Brookfield BN Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-632
Closed -$24.2K – 88
2024
Q4 		$24.2K Buy
+632
New +$23.8K 0.02% 130

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Aspetuck Financial Management's BN Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Brookfield (BN) in Q1 2025, closing a stake of 632 shares — an estimated $24.2K sold.

Aspetuck Financial Management first reported a position in BN in Q4 2024 and held it in 1 quarter. The position peaked at $24.2K in Q4 2024. 818 funds tracked by Wall St. Rank hold BN as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Brookfield position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 632 Brookfield shares in Q1 2025, an estimated $24.2K.
  • Aspetuck Financial Management first reported a position in Brookfield in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Brookfield position peaked at $24.2K in Q4 2024.
  • 818 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.