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Carolinas Wealth Consulting’s Brookfield BN Stock Holding History

Carolinas Wealth Consulting’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
-111
Closed -$2.41K – 1069
2023
Q1 		$2.41K Buy
+111
New +$2.5K ﹤0.01% 791

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Carolinas Wealth Consulting's BN Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Brookfield (BN) in Q2 2023, closing a stake of 111 shares — an estimated $2.41K sold.

Carolinas Wealth Consulting first reported a position in BN in Q1 2023 and held it in 1 quarter. The position peaked at $2.41K in Q1 2023. 604 funds tracked by Wall St. Rank hold BN as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Brookfield position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 111 Brookfield shares in Q2 2023, an estimated $2.41K.
  • Carolinas Wealth Consulting first reported a position in Brookfield in Q1 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Brookfield position peaked at $2.41K in Q1 2023.
  • 604 funds tracked by Wall St. Rank held Brookfield as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.