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IBEX Wealth Advisors’s Brookfield BN Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-5,630
Closed -$162K – 214
2021
Q3 		$162K Buy
+5,630
New +$164K 0.03% 195

Other funds holding BN

BC
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

IBEX Wealth Advisors's BN Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Brookfield (BN) in Q4 2021, closing a stake of 5,630 shares — an estimated $162K sold.

IBEX Wealth Advisors first reported a position in BN in Q3 2021 and held it in 1 quarter. The position peaked at $162K in Q3 2021. 737 funds tracked by Wall St. Rank hold BN as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Brookfield position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 5,630 Brookfield shares in Q4 2021, an estimated $162K.
  • IBEX Wealth Advisors first reported a position in Brookfield in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Brookfield position peaked at $162K in Q3 2021.
  • 737 funds tracked by Wall St. Rank held Brookfield as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.