HC Financial Advisors’s Brookfield BN Stock Holding History

HC Financial Advisors’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 Q2	$33K	Buy	+1,395	New	+$37.3K	0.02%	148

Other funds holding BN

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

JFL

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

HC Financial Advisors's BN Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Brookfield (BN) in Q2 2022: 1,395 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings.

717 funds tracked by Wall St. Rank hold BN as of Q2 2022.

HC Financial Advisors held 1,395 shares of Brookfield worth $33K as of Q2 2022.
Brookfield was a new HC Financial Advisors position in Q2 2022.
Brookfield made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #148 holding.
717 funds tracked by Wall St. Rank held Brookfield as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.