Atlantic Edge Private Wealth Management’s Brookfield BN Stock Holding History

Atlantic Edge Private 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
2025 Q2	–	Sell	-140	Closed	-$4.88K	–	511
2025 Q1	$4.88K	Buy	+140	New	+$5.29K	﹤0.01%	412
2024 Q3	–	Sell	-18	Closed	-$499	–	499
2024 Q2	$499	Hold	18	–	–	﹤0.01%	461
2024 Q1	$503	Hold	18	–	–	﹤0.01%	469
2023 Q4	$482	Buy	+18	New	+$409	﹤0.01%	451

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BN Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of Brookfield (BN) in Q2 2025, closing a stake of 140 shares — an estimated $4.88K sold.

Atlantic Edge Private Wealth Management first reported a position in BN in Q4 2023 and held it in 4 quarters. The position peaked at $4.88K in Q1 2025. 852 funds tracked by Wall St. Rank hold BN as of Q2 2025.

Atlantic Edge Private Wealth Management reported no remaining Brookfield position as of Q2 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 140 Brookfield shares in Q2 2025, an estimated $4.88K.
Atlantic Edge Private Wealth Management first reported a position in Brookfield in Q4 2023 and held it in 4 quarters.
Atlantic Edge Private Wealth Management's Brookfield position peaked at $4.88K in Q1 2025.
852 funds tracked by Wall St. Rank held Brookfield as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.