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First Heartland Consultants’s Brookfield BN Stock Holding History

First Heartland Consultants’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
Q4 		– Sell
-9,659
Closed -$342K – 451
2024
Q3 		$342K Sell
9,659
-3,874
-29% -$122K 0.04% 308
2024
Q2 		$375 Buy
13,533
+925
+7% +$25.8K 0.03% 308
2024
Q1 		$352K Buy
+12,608
New +$340K 0.04% 307

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 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

First Heartland Consultants's BN Position: Q4 2024 in Review

First Heartland Consultants sold out of Brookfield (BN) in Q4 2024, closing a stake of 9,659 shares — an estimated $342K sold.

First Heartland Consultants first reported a position in BN in Q1 2024 and held it in 3 quarters. The position peaked at $352K in Q1 2024. 824 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • First Heartland Consultants reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
  • First Heartland Consultants sold 9,659 Brookfield shares in Q4 2024, an estimated $342K.
  • First Heartland Consultants first reported a position in Brookfield in Q1 2024 and held it in 3 quarters.
  • First Heartland Consultants's Brookfield position peaked at $352K in Q1 2024.
  • 824 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.