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Atlas Capital Advisors’s Brookfield BN Stock Holding History

Atlas Capital 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
2026
Q1 		$53.1K Buy
+1,312
New +$58.1K 0.01% 632
2023
Q1 		– Sell
-279
Closed -$5.85K – 908
2022
Q4 		$5.85K Sell
279
-66
-19% -$1.48K ﹤0.01% 774
2022
Q3 		$7.61K Hold
345
– – ﹤0.01% 740
2022
Q2 		$8.27K Hold
345
– – ﹤0.01% 775
2022
Q1 		$10.5K Hold
345
– – ﹤0.01% 698
2021
Q4 		$11.2K Hold
345
– – ﹤0.01% 703
2021
Q3 		$9.95K Hold
345
– – ﹤0.01% 723
2021
Q2 		$9.48K Sell
345
-3
-0.9% -$77 ﹤0.01% 748
2021
Q1 		$8.28K Hold
348
– – ﹤0.01% 703
2020
Q4 		$7.68K Buy
+348
New +$6.97K ﹤0.01% 607
2020
Q3 		– Sell
-731
Closed -$12.9K – 345
2020
Q2 		$12.9K Sell
731
-729
-50% -$12.8K ﹤0.01% 586
2020
Q1 		$23.1K Sell
1,460
-14,120
-91% -$291K 0.01% 507
2019
Q4 		$321K Sell
15,580
-623
-4% -$12.4K 0.08% 255
2019
Q3 		$307K Buy
16,203
+2,187
+16% +$39.6K 0.09% 258
2019
Q2 		$239K Buy
14,016
+347
+3% +$5.87K 0.08% 265
2019
Q1 		$228K Hold
13,669
– – 0.08% 245
2018
Q4 		$187K Buy
+13,669
New +$204K 0.07% 262

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VCM
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PSCM
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Dodge & Cox
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BC
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return