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Carl Stuart Investment Advisor’s Brookfield BN Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-15
Closed -$569K – 32
2023
Q1 		$569K Buy
+15
New +$338 0.54% 16

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
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
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
JFL
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

Carl Stuart Investment Advisor's BN Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Brookfield (BN) in Q2 2023, closing a stake of 15 shares — an estimated $569K sold.

Carl Stuart Investment Advisor first reported a position in BN in Q1 2023 and held it in 1 quarter. The position peaked at $569K in Q1 2023. 604 funds tracked by Wall St. Rank hold BN as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Brookfield position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 15 Brookfield shares in Q2 2023, an estimated $569K.
  • Carl Stuart Investment Advisor first reported a position in Brookfield in Q1 2023 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Brookfield position peaked at $569K in Q1 2023.
  • 604 funds tracked by Wall St. Rank held Brookfield as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.