AAS
BPYU

Avantax Advisory Services’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Avantax Advisory Services’s Portfolio BPYU Stock Details BPYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,969
Closed -$212K – 1086
2020
Q4 		$212K Sell
13,969
-822
-6% -$12.5K 0.01% 857
2020
Q3 		$180K Buy
+14,791
New +$170K ﹤0.01% 1246

Other funds holding BPYU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avantax Advisory Services's BPYU Position: Q1 2021 in Review

Avantax Advisory Services sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q1 2021, closing a stake of 13,969 shares — an estimated $212K sold.

Avantax Advisory Services first reported a position in BPYU in Q3 2020 and held it in 2 quarters. The position peaked at $212K in Q4 2020. 148 funds tracked by Wall St. Rank hold BPYU as of Q1 2021.

  • Avantax Advisory Services reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 13,969 Brookfield Property REIT Inc. Class A Common Stock shares in Q1 2021, an estimated $212K.
  • Avantax Advisory Services first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q3 2020 and held it in 2 quarters.
  • Avantax Advisory Services's Brookfield Property REIT Inc. Class A Common Stock position peaked at $212K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q1 2021.

Based on Avantax Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.