CWM
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CIBC World Markets’s Brookfield BN Stock Holding History

CIBC World Markets’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
Q3 		– Sell
-1,650,000
Closed -$45.7M – 718
2024
Q2 		$45.7M Buy
1,650,000
+150,000
+10% +$4.18M 0.3% 60
2024
Q1 		$41.9M Buy
+1,500,000
New +$40.4M 0.27% 64
2023
Q4 		– Sell
-810,000
Closed -$16.9M – 748
2023
Q3 		$16.9M Hold
810,000
– – 0.17% 102
2023
Q2 		$18.2M Buy
+810,000
New +$17.2M 0.15% 116
2022
Q3 		– Sell
-728,655
Closed -$17.5M – 566
2022
Q2 		$17.5M Hold
728,655
– – 0.16% 81
2022
Q1 		$22.2M Hold
728,655
– – 0.17% 95
2021
Q4 		$23.7M Buy
+728,655
New +$23M 0.13% 107

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
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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 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

CIBC World Markets's BN Position: Q3 2024 in Review

CIBC World Markets sold out of Brookfield (BN) in Q3 2024, closing a stake of 1,650,000 shares — an estimated $45.7M sold.

CIBC World Markets first reported a position in BN in Q4 2021 and held it in 7 quarters. The position peaked at $45.7M in Q2 2024. 748 funds tracked by Wall St. Rank hold BN as of Q3 2024.

  • CIBC World Markets reported no remaining Brookfield position as of Q3 2024 after selling out during the quarter.
  • CIBC World Markets sold 1,650,000 Brookfield shares in Q3 2024, an estimated $45.7M.
  • CIBC World Markets first reported a position in Brookfield in Q4 2021 and held it in 7 quarters.
  • CIBC World Markets's Brookfield position peaked at $45.7M in Q2 2024.
  • 748 funds tracked by Wall St. Rank held Brookfield as of Q3 2024.

Based on CIBC World Markets's 13F filing for Q3 2024, filed 13 Nov 2024.