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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

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Gradient Investments's BN Position: Q3 2024 in Review

Gradient Investments sold out of Brookfield (BN) in Q3 2024, closing a stake of 23 shares — an estimated $623 sold.

Gradient Investments first reported a position in BN in Q4 2017 and held it in 6 quarters. The position peaked at $25K in Q3 2022. 748 funds tracked by Wall St. Rank hold BN as of Q3 2024.

  • Gradient Investments reported no remaining Brookfield position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 23 Brookfield shares in Q3 2024, an estimated $623.
  • Gradient Investments first reported a position in Brookfield in Q4 2017 and held it in 6 quarters.
  • Gradient Investments's Brookfield position peaked at $25K in Q3 2022.
  • 748 funds tracked by Wall St. Rank held Brookfield as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.