BAM
BBU

Belpointe Asset Management’s Brookfield Business Partners BBU Stock Holding History

Belpointe Asset Management’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-55
Closed -$1.02K – 844
2023
Q1 		$1.02K Hold
55
– – ﹤0.01% 3474
2022
Q4 		$933 Buy
+55
New +$1.07K ﹤0.01% 3453

Other funds holding BBU

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FFAM
Forge First Asset Management Toronto, Ontario, Canada $218M AUM 29.22% 1-Year Est. Return

Belpointe Asset Management's BBU Position: Q2 2023 in Review

Belpointe Asset Management sold out of Brookfield Business Partners (BBU) in Q2 2023, closing a stake of 55 shares — an estimated $1.02K sold.

Belpointe Asset Management first reported a position in BBU in Q4 2022 and held it in 2 quarters. The position peaked at $1.02K in Q1 2023. 56 funds tracked by Wall St. Rank hold BBU as of Q2 2023.

  • Belpointe Asset Management reported no remaining Brookfield Business Partners position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 55 Brookfield Business Partners shares in Q2 2023, an estimated $1.02K.
  • Belpointe Asset Management first reported a position in Brookfield Business Partners in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Brookfield Business Partners position peaked at $1.02K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.