AXS Investments’s Brookfield BN Stock Holding History

AXS Investments’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
2021 Q4	–	Sell	-14,490	Closed	-$418K	–	179
2021 Q3	$418K	Buy	+14,490	New	+$423K	0.16%	63

Other funds holding BN

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

AXS Investments's BN Position: Q4 2021 in Review

AXS Investments sold out of Brookfield (BN) in Q4 2021, closing a stake of 14,490 shares — an estimated $418K sold.

AXS Investments first reported a position in BN in Q3 2021 and held it in 1 quarter. The position peaked at $418K in Q3 2021. 737 funds tracked by Wall St. Rank hold BN as of Q4 2021.

AXS Investments reported no remaining Brookfield position as of Q4 2021 after selling out during the quarter.
AXS Investments sold 14,490 Brookfield shares in Q4 2021, an estimated $418K.
AXS Investments first reported a position in Brookfield in Q3 2021 and held it in 1 quarter.
AXS Investments's Brookfield position peaked at $418K in Q3 2021.
737 funds tracked by Wall St. Rank held Brookfield as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.