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Cetera Advisors’s Brookfield BN Stock Holding History

Cetera 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
2024
Q1 		$751K Buy
26,906
+17,430
+184% +$470K 0.01% 1318
2023
Q4 		$255K Buy
+9,476
New +$215K ﹤0.01% 1514

Other funds holding BN

PVI
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BC
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Cetera Advisors's BN Position: Q1 2024 in Review

Cetera Advisors increased its Brookfield (BN) stake by 184% in Q1 2024, buying an estimated $470K and bringing the position to 26,906 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #1318.

Cetera Advisors first reported a position in BN in Q4 2023 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold BN as of Q1 2024.

  • Cetera Advisors held 26,906 shares of Brookfield worth $751K as of Q1 2024.
  • Cetera Advisors bought 17,430 Brookfield shares in Q1 2024, an estimated $470K.
  • Brookfield made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1318 holding.
  • Cetera Advisors first reported a position in Brookfield in Q4 2023 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Brookfield as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.