Coppell Advisory Solutions’s Brookfield BN Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-119	Closed	-$4.53K	–	510
2024 Q4	$4.53K	Hold	119	–	–	﹤0.01%	1349
2024 Q3	$4.22K	Hold	119	–	–	﹤0.01%	1293
2024 Q2	$3.28K	Buy	+119	New	+$3.31K	﹤0.01%	1287
2023 Q4	$321	Hold	12	–	–	﹤0.01%	1561
2023 Q3	$252	Buy	12 +7	+140%	+$158	﹤0.01%	1094
2023 Q2	$98	Buy	+5	New	+$106	﹤0.01%	1375
2023 Q1	–	Sell	-12	Closed	-$252	–	297
2022 Q4	$252	Buy	+12	New	+$269	﹤0.01%	1095

Other funds holding BN

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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