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Blue Barn Wealth’s Brookfield BN Stock Holding History

Blue Barn Wealth’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
2022
Q2 		– Sell
-7,097
Closed -$216K – 119
2022
Q1 		$216K Buy
7,097
+263
+4% +$7.86K 0.15% 111
2021
Q4 		$222K Buy
+6,834
New +$216K 0.15% 106

Other funds holding BN

BC
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Blue Barn Wealth's BN Position: Q2 2022 in Review

Blue Barn Wealth sold out of Brookfield (BN) in Q2 2022, closing a stake of 7,097 shares — an estimated $216K sold.

Blue Barn Wealth first reported a position in BN in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 716 funds tracked by Wall St. Rank hold BN as of Q2 2022.

  • Blue Barn Wealth reported no remaining Brookfield position as of Q2 2022 after selling out during the quarter.
  • Blue Barn Wealth sold 7,097 Brookfield shares in Q2 2022, an estimated $216K.
  • Blue Barn Wealth first reported a position in Brookfield in Q4 2021 and held it in 2 quarters.
  • Blue Barn Wealth's Brookfield position peaked at $222K in Q4 2021.
  • 716 funds tracked by Wall St. Rank held Brookfield as of Q2 2022.

Based on Blue Barn Wealth's 13F filing for Q2 2022, filed 29 Jul 2022.