GLLW
BBU

Graves Light Lenhart Wealth’s Brookfield Business Partners BBU Stock Holding History

Graves Light Lenhart Wealth’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8
Closed – – 201
2022
Q2 		$0 Hold
8
– – ﹤0.01% 612
2022
Q1 		$0 Sell
8
-4
-33% -$113 ﹤0.01% 673
2021
Q4 		$0 Hold
12
– – ﹤0.01% 721
2021
Q3 		$0 Hold
12
– – ﹤0.01% 716
2021
Q2 		$0 Hold
12
– – ﹤0.01% 716
2021
Q1 		$0 Hold
12
– – ﹤0.01% 719
2020
Q4 		$0 Buy
+12
New +$266 ﹤0.01% 703

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Graves Light Lenhart Wealth's BBU Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Brookfield Business Partners (BBU) in Q3 2022, closing a stake of 8 shares.

Graves Light Lenhart Wealth first reported a position in BBU in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 54 funds tracked by Wall St. Rank hold BBU as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Brookfield Business Partners position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 8 Brookfield Business Partners shares in Q3 2022.
  • Graves Light Lenhart Wealth first reported a position in Brookfield Business Partners in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Brookfield Business Partners position peaked at $0 in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.