HFS
BBU

Heritage Financial Services’s Brookfield Business Partners BBU Stock Holding History

Heritage Financial Services’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
-1
Closed – – 100
2022
Q2 		$0 Buy
+1
New +$24 ﹤0.01% 512

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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 $109B AUM 35.56% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Heritage Financial Services's BBU Position: Q3 2022 in Review

Heritage Financial Services sold out of Brookfield Business Partners (BBU) in Q3 2022, closing a stake of 1 share.

Heritage Financial Services first reported a position in BBU in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 54 funds tracked by Wall St. Rank hold BBU as of Q3 2022.

  • Heritage Financial Services reported no remaining Brookfield Business Partners position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1 Brookfield Business Partners share in Q3 2022.
  • Heritage Financial Services first reported a position in Brookfield Business Partners in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services'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 Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.