BCWM
BBUC

Bartlett & Co Wealth Management’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BBUC Stock Details BBUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18
Closed -$587 – 1303
2022
Q1 		$587 Buy
+18
New +$565 ﹤0.01% 1041

Other funds holding BBUC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bartlett & Co Wealth Management's BBUC Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q2 2022, closing a stake of 18 shares — an estimated $587 sold.

Bartlett & Co Wealth Management first reported a position in BBUC in Q1 2022 and held it in 1 quarter. The position peaked at $587 in Q1 2022. 88 funds tracked by Wall St. Rank hold BBUC as of Q2 2022.

  • Bartlett & Co Wealth Management reported no remaining Brookfield Business Corp Class A Subordinate Voting Shares position as of Q2 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 18 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q2 2022, an estimated $587.
  • Bartlett & Co Wealth Management first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q1 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $587 in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.