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Freedman Financial Associates’s Brookfield BN Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-3,607
Closed -$114K – 51
2022
Q1 		$114K Hold
3,607
– – 0.08% 113
2021
Q4 		$117K Sell
3,607
-1,113
-24% -$35.2K 0.08% 109
2021
Q3 		$136K Hold
4,720
– – 0.1% 94
2021
Q2 		$130K Sell
4,720
-243
-5% -$6.22K 0.1% 92
2021
Q1 		$118K Buy
4,963
+210
+4% +$4.68K 0.1% 92
2020
Q4 		$105K Buy
+4,753
New +$95.1K 0.09% 89

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Freedman Financial Associates's BN Position: Q2 2022 in Review

Freedman Financial Associates sold out of Brookfield (BN) in Q2 2022, closing a stake of 3,607 shares — an estimated $114K sold.

Freedman Financial Associates first reported a position in BN in Q4 2020 and held it in 6 quarters. The position peaked at $136K in Q3 2021. 716 funds tracked by Wall St. Rank hold BN as of Q2 2022.

  • Freedman Financial Associates reported no remaining Brookfield position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 3,607 Brookfield shares in Q2 2022, an estimated $114K.
  • Freedman Financial Associates first reported a position in Brookfield in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Brookfield position peaked at $136K in Q3 2021.
  • 716 funds tracked by Wall St. Rank held Brookfield as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.