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Destiny Wealth Partners’s Brookfield BN Stock Holding History

Destiny Wealth Partners’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
2022
Q4 		– Sell
-189
Closed -$4K – 684
2022
Q3 		$4K Sell
189
-167
-47% -$4.32K ﹤0.01% 501
2022
Q2 		$9K Buy
356
+167
+88% +$4.46K ﹤0.01% 439
2022
Q1 		$6K Hold
189
– – ﹤0.01% 459
2021
Q4 		$6K Hold
189
– – ﹤0.01% 470
2021
Q3 		$5K Buy
+189
New +$5.52K ﹤0.01% 453
2021
Q2 		– Sell
-191
Closed -$5K – 219
2021
Q1 		$5K Hold
191
– – ﹤0.01% 450
2020
Q4 		$4K Buy
+191
New +$3.82K ﹤0.01% 456

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Destiny Wealth Partners's BN Position: Q4 2022 in Review

Destiny Wealth Partners sold out of Brookfield (BN) in Q4 2022, closing a stake of 189 shares — an estimated $4K sold.

Destiny Wealth Partners first reported a position in BN in Q4 2020 and held it in 7 quarters. The position peaked at $9K in Q2 2022. 642 funds tracked by Wall St. Rank hold BN as of Q4 2022.

  • Destiny Wealth Partners reported no remaining Brookfield position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 189 Brookfield shares in Q4 2022, an estimated $4K.
  • Destiny Wealth Partners first reported a position in Brookfield in Q4 2020 and held it in 7 quarters.
  • Destiny Wealth Partners's Brookfield position peaked at $9K in Q2 2022.
  • 642 funds tracked by Wall St. Rank held Brookfield as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.