BDO Wealth Advisors’s Brookfield BN Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$84.5K	Sell	3,768 -395	-9%	-$8.37K	0.01%	359
2023 Q1	$90.4K	Buy	4,163 +413	+11%	+$9.3K	0.01%	337
2022 Q4	$78.7K	Sell	3,750 -889	-19%	-$19.9K	0.01%	361
2022 Q3	$102K	Hold	4,639	–	–	0.01%	322
2022 Q2	$111K	Hold	4,639	–	–	0.01%	313
2022 Q1	$141K	Hold	4,639	–	–	0.02%	300
2021 Q4	$151K	Hold	4,639	–	–	0.02%	306
2021 Q3	$134K	Sell	4,639 -835	-15%	-$24.4K	0.01%	326
2021 Q2	$150K	Sell	5,474 -38	-0.7%	-$973	0.02%	326
2021 Q1	$131K	Buy	+5,512	New	+$123K	0.02%	336

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

BDO Wealth Advisors's BN Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Brookfield (BN) stake by 9.5% in Q2 2023, selling an estimated $8.37K and leaving 3,768 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #359.

BDO Wealth Advisors first reported a position in BN in Q1 2021 and has held it in 10 quarters since. The position peaked at $151K in Q4 2021. 604 funds tracked by Wall St. Rank hold BN as of Q2 2023.

BDO Wealth Advisors held 3,768 shares of Brookfield worth $84.5K as of Q2 2023.
BDO Wealth Advisors sold 395 Brookfield shares in Q2 2023, an estimated $8.37K.
Brookfield made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #359 holding.
BDO Wealth Advisors first reported a position in Brookfield in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Brookfield position peaked at $151K in Q4 2021.
604 funds tracked by Wall St. Rank held Brookfield as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.