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Edge Wealth Management’s Brookfield BN Stock Holding History

Edge Wealth Management’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
Q1 		– Sell
-2,160
Closed -$71K – 152
2021
Q4 		$71K Buy
2,160
+167
+8% +$5.28K 0.01% 151
2021
Q3 		$58K Hold
1,993
– – 0.01% 175
2021
Q2 		$55K Sell
1,993
-1
-0.1% -$26 0.01% 186
2021
Q1 		$47K Buy
+1,994
New +$44.5K 0.01% 194

Other funds holding BN

BC
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Edge Wealth Management's BN Position: Q1 2022 in Review

Edge Wealth Management sold out of Brookfield (BN) in Q1 2022, closing a stake of 2,160 shares — an estimated $71K sold.

Edge Wealth Management first reported a position in BN in Q1 2021 and held it in 4 quarters. The position peaked at $71K in Q4 2021. 736 funds tracked by Wall St. Rank hold BN as of Q1 2022.

  • Edge Wealth Management reported no remaining Brookfield position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 2,160 Brookfield shares in Q1 2022, an estimated $71K.
  • Edge Wealth Management first reported a position in Brookfield in Q1 2021 and held it in 4 quarters.
  • Edge Wealth Management's Brookfield position peaked at $71K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Brookfield as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.