Gradient Investments’s Brookfield BN Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-23	Closed	-$623	–	414
2024 Q2	$623	Buy	+23	New	+$641	﹤0.01%	1158
2024 Q1	–	Sell	-68	Closed	-$1.8K	–	1316
2023 Q4	$1.8K	Hold	68	–	–	﹤0.01%	1251
2023 Q3	$1.41K	Hold	68	–	–	﹤0.01%	1273
2023 Q2	$1.51K	Buy	+68	New	+$1.44K	﹤0.01%	1227
2022 Q4	–	Sell	-1,150	Closed	-$25K	–	1529
2022 Q3	$25K	Buy	+1,150	New	+$29.8K	﹤0.01%	622
2018 Q1	–	Sell	-121	Closed	-$2K	–	1013
2017 Q4	$2K	Buy	+121	New	+$1.83K	﹤0.01%	794

Other funds holding BN

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 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