EWA
BBU

EverSource Wealth Advisors’s Brookfield Business Partners BBU Stock Holding History

EverSource Wealth Advisors’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$141 – 4036
2024
Q4 		$141 Hold
6
– – ﹤0.01% 3495
2024
Q3 		$140 Hold
6
– – ﹤0.01% 2969
2024
Q2 		$122 Buy
+6
New +$115 ﹤0.01% 2991

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

EverSource Wealth Advisors's BBU Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Brookfield Business Partners (BBU) in Q1 2025, closing a stake of 6 shares — an estimated $141 sold.

EverSource Wealth Advisors first reported a position in BBU in Q2 2024 and held it in 3 quarters. The position peaked at $141 in Q4 2024. 60 funds tracked by Wall St. Rank hold BBU as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Brookfield Business Partners position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6 Brookfield Business Partners shares in Q1 2025, an estimated $141.
  • EverSource Wealth Advisors first reported a position in Brookfield Business Partners in Q2 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's Brookfield Business Partners position peaked at $141 in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.