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Global Wealth Management Investment Advisory’s Brookfield BN Stock Holding History

Global Wealth Management Investment Advisory’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
2025
Q1 		– Sell
-22,383
Closed -$857K – 140
2024
Q4 		$857K Buy
22,383
+1,078
+5% +$40.6K 0.18% 100
2024
Q3 		$755K Buy
21,305
+1,346
+7% +$42.5K 0.16% 101
2024
Q2 		$553K Buy
19,959
+873
+5% +$24.3K 0.13% 107
2024
Q1 		$533K Buy
19,086
+49
+0.3% +$1.32K 0.13% 110
2023
Q4 		$509K Buy
19,037
+2,561
+16% +$58.1K 0.13% 112
2023
Q3 		$343K Buy
16,476
+1,944
+13% +$43.8K 0.1% 122
2023
Q2 		$326K Buy
14,532
+1,626
+13% +$34.5K 0.09% 125
2023
Q1 		$280K Buy
12,906
+1,570
+14% +$35.4K 0.08% 122
2022
Q4 		$238K Sell
11,336
-1,285
-10% -$28.8K 0.08% 122
2022
Q3 		$278K Buy
12,621
+1,390
+12% +$36K 0.1% 121
2022
Q2 		$269K Buy
11,231
+1,584
+16% +$42.3K 0.09% 129
2022
Q1 		$294K Buy
9,647
+1,347
+16% +$40.3K 0.09% 128
2021
Q4 		$270K Buy
8,300
+1,236
+17% +$39.1K 0.08% 132
2021
Q3 		$204K Buy
7,064
+1,308
+23% +$38.2K 0.06% 137
2021
Q2 		$158K Buy
5,756
+915
+19% +$23.4K 0.05% 144
2021
Q1 		$115K Buy
4,841
+551
+13% +$12.3K 0.04% 149
2020
Q4 		$95K Buy
4,290
+284
+7% +$5.68K 0.04% 143
2020
Q3 		$71K Buy
4,006
+929
+30% +$16.6K 0.03% 157
2020
Q2 		$54K Buy
3,077
+849
+38% +$14.9K 0.02% 184
2020
Q1 		$35K Buy
2,228
+1,023
+85% +$21K 0.02% 193
2019
Q4 		$25K Buy
+1,205
New +$24K 0.01% 249

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

Global Wealth Management Investment Advisory's BN Position: Q1 2025 in Review

Global Wealth Management Investment Advisory sold out of Brookfield (BN) in Q1 2025, closing a stake of 22,383 shares — an estimated $857K sold.

Global Wealth Management Investment Advisory first reported a position in BN in Q4 2019 and held it in 21 quarters. The position peaked at $857K in Q4 2024. 819 funds tracked by Wall St. Rank hold BN as of Q1 2025.

  • Global Wealth Management Investment Advisory reported no remaining Brookfield position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 22,383 Brookfield shares in Q1 2025, an estimated $857K.
  • Global Wealth Management Investment Advisory first reported a position in Brookfield in Q4 2019 and held it in 21 quarters.
  • Global Wealth Management Investment Advisory's Brookfield position peaked at $857K in Q4 2024.
  • 819 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2025, filed 29 Apr 2025.