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Gerber Kawasaki Wealth & Investment Management’s Brookfield BN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-74
Closed -$2K – 390
2021
Q3 		$2K Buy
+74
New +$2.16K ﹤0.01% 876

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $115B AUM 41.58% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

Gerber Kawasaki Wealth & Investment Management's BN Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Brookfield (BN) in Q4 2021, closing a stake of 74 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BN in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 738 funds tracked by Wall St. Rank hold BN as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Brookfield position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 74 Brookfield shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Brookfield in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Brookfield position peaked at $2K in Q3 2021.
  • 738 funds tracked by Wall St. Rank held Brookfield as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.