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Baldwin Wealth Partners’s Brookfield BN Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-99
Closed -$3.51K – 322
2024
Q3 		$3.51K Hold
99
– – ﹤0.01% 904
2024
Q2 		$2.74K Hold
99
– – ﹤0.01% 638
2024
Q1 		$2.76K Hold
99
– – ﹤0.01% 635
2023
Q4 		$2.65K Hold
99
– – ﹤0.01% 658
2023
Q3 		$2.06K Hold
99
– – ﹤0.01% 680
2023
Q2 		$2.22K Hold
99
– – ﹤0.01% 695
2023
Q1 		$2.15K Buy
+99
New +$2.23K ﹤0.01% 724

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Baldwin Wealth Partners's BN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Brookfield (BN) in Q4 2024, closing a stake of 99 shares — an estimated $3.51K sold.

Baldwin Wealth Partners first reported a position in BN in Q1 2023 and held it in 7 quarters. The position peaked at $3.51K in Q3 2024. 825 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 99 Brookfield shares in Q4 2024, an estimated $3.51K.
  • Baldwin Wealth Partners first reported a position in Brookfield in Q1 2023 and held it in 7 quarters.
  • Baldwin Wealth Partners's Brookfield position peaked at $3.51K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.