Banque Cantonale Vaudoise’s Brookfield BN Stock Holding History

Banque Cantonale Vaudoise’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 Q1	–	Sell	-13,542	Closed	-$364K	–	993
2023 Q4	$364K	Buy	13,542 +6,492	+92%	+$147K	0.02%	487
2023 Q3	$148K	Buy	+7,050	New	+$159K	0.01%	745
2023 Q2	–	Sell	-1,350	Closed	-$29K	–	1180
2023 Q1	$29K	Hold	1,350	–	–	﹤0.01%	1031
2022 Q4	$28K	Sell	1,350 -320	-19%	-$7.17K	﹤0.01%	1025
2022 Q3	$37K	Hold	1,670	–	–	﹤0.01%	1034
2022 Q2	$40K	Hold	1,670	–	–	﹤0.01%	1046
2022 Q1	$51K	Buy	+1,670	New	+$49.9K	﹤0.01%	1042

Other funds holding BN

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TD Asset Management

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

1832 Asset Management

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

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