Atlas Private Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Atlas Private Wealth Management’s Portfolio BBU Stock Details BBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5	Closed	–	–	137
2021 Q1	$0	Hold	5	–	–	﹤0.01%	403
2020 Q4	$0	Hold	5	–	–	﹤0.01%	367
2020 Q3	$0	Hold	5	–	–	﹤0.01%	395
2020 Q2	$0	Hold	5	–	–	﹤0.01%	457
2020 Q1	$0	Hold	5	–	–	﹤0.01%	449
2019 Q4	$0	Buy	+5	New	+$130	﹤0.01%	467

Other funds holding BBU

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Atlas Private Wealth Management's BBU Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Brookfield Business Partners (BBU) in Q2 2021, closing a stake of 5 shares.

Atlas Private Wealth Management first reported a position in BBU in Q4 2019 and held it in 6 quarters. The position peaked at $0 in Q1 2021. 72 funds tracked by Wall St. Rank hold BBU as of Q2 2021.

Atlas Private Wealth Management reported no remaining Brookfield Business Partners position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 5 Brookfield Business Partners shares in Q2 2021.
Atlas Private Wealth Management first reported a position in Brookfield Business Partners in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Brookfield Business Partners position peaked at $0 in Q1 2021.
72 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.