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Jaffetilchin Investment Partners’s Brookfield BN Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-8
Closed -$267 – 484
2024
Q3 		$267 Buy
+8
New +$252 ﹤0.01% 1313
2016
Q1 		– Sell
-46,538
Closed -$515K – 188
2015
Q4 		$515K Buy
+46,538
New +$546K 0.17% 97

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jaffetilchin Investment Partners's BN Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Brookfield (BN) in Q4 2024, closing a stake of 8 shares — an estimated $267 sold.

Jaffetilchin Investment Partners first reported a position in BN in Q4 2015 and held it in 2 quarters. The position peaked at $515K in Q4 2015. 825 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 8 Brookfield shares in Q4 2024, an estimated $267.
  • Jaffetilchin Investment Partners first reported a position in Brookfield in Q4 2015 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Brookfield position peaked at $515K in Q4 2015.
  • 825 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.