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Freedom Wealth Alliance’s Brookfield BN Stock Holding History

Freedom Wealth Alliance’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
-3,075
Closed -$64.5K – 114
2022
Q4 		$64.5K Buy
+3,075
New +$68.9K 0.09% 102

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Freedom Wealth Alliance's BN Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Brookfield (BN) in Q1 2023, closing a stake of 3,075 shares — an estimated $64.5K sold.

Freedom Wealth Alliance first reported a position in BN in Q4 2022 and held it in 1 quarter. The position peaked at $64.5K in Q4 2022. 620 funds tracked by Wall St. Rank hold BN as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Brookfield position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 3,075 Brookfield shares in Q1 2023, an estimated $64.5K.
  • Freedom Wealth Alliance first reported a position in Brookfield in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Brookfield position peaked at $64.5K in Q4 2022.
  • 620 funds tracked by Wall St. Rank held Brookfield as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.