Graves Light Lenhart Wealth’s Brookfield BN Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-3,206	Closed	-$77K	–	216
2022 Q2	$77K	Hold	3,206	–	–	0.01%	259
2022 Q1	$98K	Sell	3,206 -2,563	-44%	-$76.6K	0.01%	268
2021 Q4	$188K	Hold	5,769	–	–	0.03%	197
2021 Q3	$166K	Hold	5,769	–	–	0.03%	196
2021 Q2	$158K	Sell	5,769 -612	-10%	-$15.7K	0.03%	202
2021 Q1	$152K	Hold	6,381	–	–	0.03%	206
2020 Q4	$141K	Buy	+6,381	New	+$128K	0.03%	211

Other funds holding BN

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return