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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return