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Fort Pitt Capital Group’s Brookfield BN Stock Holding History

Fort Pitt Capital Group’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
2021
Q1 		– Sell
-140
Closed -$3K – 160
2020
Q4 		$3K Buy
+140
New +$2.8K ﹤0.01% 325

Other funds holding BN

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fort Pitt Capital Group's BN Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of Brookfield (BN) in Q1 2021, closing a stake of 140 shares — an estimated $3K sold.

Fort Pitt Capital Group first reported a position in BN in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 603 funds tracked by Wall St. Rank hold BN as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining Brookfield position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 140 Brookfield shares in Q1 2021, an estimated $3K.
  • Fort Pitt Capital Group first reported a position in Brookfield in Q4 2020 and held it in 1 quarter.
  • Fort Pitt Capital Group's Brookfield position peaked at $3K in Q4 2020.
  • 603 funds tracked by Wall St. Rank held Brookfield as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.