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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Brookfield BN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q1 		– Sell
-5,933
Closed -$124K – 327
2022
Q4 		$124K Buy
+5,933
New +$133K 0.11% 103

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BN Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Brookfield (BN) in Q1 2023, closing a stake of 5,933 shares — an estimated $124K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BN in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 621 funds tracked by Wall St. Rank hold BN as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Brookfield position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5,933 Brookfield shares in Q1 2023, an estimated $124K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Brookfield in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Brookfield position peaked at $124K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Brookfield as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.