Brewin Dolphin Wealth Management’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio BPY Stock Details BPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,300	Closed	-$91.2K	–	326
2020 Q4	$91.2K	Hold	6,300	–	–	0.02%	135
2020 Q3	$75.8K	Hold	6,300	–	–	0.01%	139
2020 Q2	$62.3K	Buy	+6,300	New	+$61.9K	0.01%	144

Other funds holding BPY

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGIM

Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 1-Year Est. Return

Brewin Dolphin Wealth Management's BPY Position: Q1 2021 in Review

Brewin Dolphin Wealth Management sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q1 2021, closing a stake of 6,300 shares — an estimated $91.2K sold.

Brewin Dolphin Wealth Management first reported a position in BPY in Q2 2020 and held it in 3 quarters. The position peaked at $91.2K in Q4 2020. 164 funds tracked by Wall St. Rank hold BPY as of Q1 2021.

Brewin Dolphin Wealth Management reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q1 2021 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 6,300 Brookfield Property Partners L.P. Limited Partnership Units shares in Q1 2021, an estimated $91.2K.
Brewin Dolphin Wealth Management first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q2 2020 and held it in 3 quarters.
Brewin Dolphin Wealth Management's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $91.2K in Q4 2020.
164 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q1 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q1 2021, filed 9 Nov 2023.