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Financiere des Professionnels’s Brookfield BN Stock Holding History

Financiere des Professionnels’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
2024
Q2 		– Sell
-17,891
Closed -$499K – 148
2024
Q1 		$499K Sell
17,891
-24,034
-57% -$648K 0.04% 136
2023
Q4 		$1.12M Sell
41,925
-17,118
-29% -$389K 0.1% 119
2023
Q3 		$1.23M Buy
+59,043
New +$1.33M 0.12% 115

Other funds holding BN

PVI
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Financiere des Professionnels's BN Position: Q2 2024 in Review

Financiere des Professionnels sold out of Brookfield (BN) in Q2 2024, closing a stake of 17,891 shares — an estimated $499K sold.

Financiere des Professionnels first reported a position in BN in Q3 2023 and held it in 3 quarters. The position peaked at $1.23M in Q3 2023. 693 funds tracked by Wall St. Rank hold BN as of Q2 2024.

  • Financiere des Professionnels reported no remaining Brookfield position as of Q2 2024 after selling out during the quarter.
  • Financiere des Professionnels sold 17,891 Brookfield shares in Q2 2024, an estimated $499K.
  • Financiere des Professionnels first reported a position in Brookfield in Q3 2023 and held it in 3 quarters.
  • Financiere des Professionnels's Brookfield position peaked at $1.23M in Q3 2023.
  • 693 funds tracked by Wall St. Rank held Brookfield as of Q2 2024.

Based on Financiere des Professionnels's 13F filing for Q2 2024, filed 9 Aug 2024.