Buckingham Strategic Wealth’s Brookfield BN Stock Holding History

Buckingham Strategic 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
2024 Q2	$244K	Sell	8,826 -1,244	-12%	-$34.7K	﹤0.01%	654
2024 Q1	$281K	Buy	10,070 +1,322	+15%	+$35.6K	﹤0.01%	605
2023 Q4	$234K	Sell	8,748 -1,673	-16%	-$38K	﹤0.01%	642
2023 Q3	$217K	Buy	10,421 +1,101	+12%	+$24.8K	﹤0.01%	615
2023 Q2	$209K	Buy	+9,320	New	+$198K	﹤0.01%	632
2022 Q4	–	Sell	-12,642	Closed	-$279K	–	634
2022 Q3	$279K	Sell	12,642 -48	-0.4%	-$1.24K	0.01%	481
2022 Q2	$304K	Buy	12,690 +160	+1%	+$4.28K	0.01%	463
2022 Q1	$382K	Sell	12,530 -76	-0.6%	-$2.27K	0.01%	419
2021 Q4	$410K	Sell	12,606 -1,342	-10%	-$42.5K	0.01%	404
2021 Q3	$402K	Buy	13,948 +215	+2%	+$6.28K	0.01%	406
2021 Q2	$377K	Buy	13,733 +4,637	+51%	+$119K	0.01%	419
2021 Q1	$217K	Buy	+9,096	New	+$203K	0.01%	500
2016 Q2	–	Sell	-20,716	Closed	-$253K	–	251
2016 Q1	$253K	Buy	+20,716	New	+$223K	0.08%	174

Other funds holding BN

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

Bank of Montreal

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

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

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