J.W. Burns & Co’s Brookfield BN Stock Holding History

J.W. Burns & Co’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 Q1	–	Sell	-6,247	Closed	-$203K	–	178
2021 Q4	$203K	Buy	+6,247	New	+$198K	0.03%	184

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

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

JFL

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

J.W. Burns & Co's BN Position: Q1 2022 in Review

J.W. Burns & Co sold out of Brookfield (BN) in Q1 2022, closing a stake of 6,247 shares — an estimated $203K sold.

J.W. Burns & Co first reported a position in BN in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 736 funds tracked by Wall St. Rank hold BN as of Q1 2022.

J.W. Burns & Co reported no remaining Brookfield position as of Q1 2022 after selling out during the quarter.
J.W. Burns & Co sold 6,247 Brookfield shares in Q1 2022, an estimated $203K.
J.W. Burns & Co first reported a position in Brookfield in Q4 2021 and held it in 1 quarter.
J.W. Burns & Co's Brookfield position peaked at $203K in Q4 2021.
736 funds tracked by Wall St. Rank held Brookfield as of Q1 2022.

Based on J.W. Burns & Co's 13F filing for Q1 2022, filed 8 Apr 2022.