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Cahill Financial Advisors’s Brookfield BN Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-2,729
Closed -$79K – 294
2021
Q3 		$79K Buy
+2,729
New +$79.7K 0.02% 288

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cahill Financial Advisors's BN Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Brookfield (BN) in Q4 2021, closing a stake of 2,729 shares — an estimated $79K sold.

Cahill Financial Advisors first reported a position in BN in Q3 2021 and held it in 1 quarter. The position peaked at $79K in Q3 2021. 737 funds tracked by Wall St. Rank hold BN as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Brookfield position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,729 Brookfield shares in Q4 2021, an estimated $79K.
  • Cahill Financial Advisors first reported a position in Brookfield in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Brookfield position peaked at $79K in Q3 2021.
  • 737 funds tracked by Wall St. Rank held Brookfield as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.