IFWM
BBUC

Institute for Wealth Management’s Brookfield Business Corp Class A Subordinate Voting Shares BBUC Stock Holding History

Institute for Wealth Management’s Portfolio BBUC Stock Details BBUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,060
Closed -$231K – 463
2022
Q2 		$231K Buy
+10,060
New +$271K 0.05% 460

Other funds holding BBUC

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Institute for Wealth Management's BBUC Position: Q3 2022 in Review

Institute for Wealth Management sold out of Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q3 2022, closing a stake of 10,060 shares — an estimated $231K sold.

Institute for Wealth Management first reported a position in BBUC in Q2 2022 and held it in 1 quarter. The position peaked at $231K in Q2 2022. 86 funds tracked by Wall St. Rank hold BBUC as of Q3 2022.

  • Institute for Wealth Management reported no remaining Brookfield Business Corp Class A Subordinate Voting Shares position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 10,060 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q3 2022, an estimated $231K.
  • Institute for Wealth Management first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q2 2022 and held it in 1 quarter.
  • Institute for Wealth Management's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $231K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.