BerganKDV Wealth Management’s Brookfield BN Stock Holding History

BerganKDV Wealth Management’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	$3.57K	Hold	159	–	–	﹤0.01%	636
2023 Q1	$3.46K	Hold	159	–	–	﹤0.01%	750
2022 Q4	$3.33K	Sell	159 -38	-19%	-$852	﹤0.01%	736
2022 Q3	$4K	Hold	197	–	–	﹤0.01%	705
2022 Q2	$5K	Hold	197	–	–	﹤0.01%	689
2022 Q1	$6K	Hold	197	–	–	﹤0.01%	682
2021 Q4	$6K	Hold	197	–	–	﹤0.01%	744
2021 Q3	$6K	Buy	+197	New	+$5.75K	﹤0.01%	714
2019 Q3	–	Sell	-841	Closed	-$14K	–	693
2019 Q2	$14K	Hold	841	–	–	﹤0.01%	473
2019 Q1	$14K	Hold	841	–	–	﹤0.01%	478
2018 Q4	$12K	Buy	+841	New	+$12.6K	﹤0.01%	450

Other funds holding BN

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

Bank of Montreal

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

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

TD Asset Management

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

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

1832 Asset Management

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

Mackenzie Financial

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