Bel Air Investment Advisors’s Brookfield BN Stock Holding History

Bel Air Investment 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
2021 Q2	$498K	Buy	+18,136	New	+$464K	0.02%	266

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Bel Air Investment Advisors's BN Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Brookfield (BN) in Q2 2021: 18,136 shares worth $498K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings.

631 funds tracked by Wall St. Rank hold BN as of Q2 2021.

Bel Air Investment Advisors held 18,136 shares of Brookfield worth $498K as of Q2 2021.
Brookfield was a new Bel Air Investment Advisors position in Q2 2021.
Brookfield made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #266 holding.
631 funds tracked by Wall St. Rank held Brookfield as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.