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

Jamison Private 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
2024 Q1	–	Sell	-2,028	Closed	-$47.2K	–	476
2023 Q4	$47.2K	Hold	2,028	–	–	0.01%	239
2023 Q3	$36.7K	Buy	+2,028	New	+$38.9K	0.01%	241

Other funds holding BBUC

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Jamison Private Wealth Management's BBUC Position: Q1 2024 in Review

Jamison Private Wealth Management sold out of Brookfield Business Corp Class A Subordinate Voting Shares (BBUC) in Q1 2024, closing a stake of 2,028 shares — an estimated $47.2K sold.

Jamison Private Wealth Management first reported a position in BBUC in Q3 2023 and held it in 2 quarters. The position peaked at $47.2K in Q4 2023. 110 funds tracked by Wall St. Rank hold BBUC as of Q1 2024.

Jamison Private Wealth Management reported no remaining Brookfield Business Corp Class A Subordinate Voting Shares position as of Q1 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 2,028 Brookfield Business Corp Class A Subordinate Voting Shares shares in Q1 2024, an estimated $47.2K.
Jamison Private Wealth Management first reported a position in Brookfield Business Corp Class A Subordinate Voting Shares in Q3 2023 and held it in 2 quarters.
Jamison Private Wealth Management's Brookfield Business Corp Class A Subordinate Voting Shares position peaked at $47.2K in Q4 2023.
110 funds tracked by Wall St. Rank held Brookfield Business Corp Class A Subordinate Voting Shares as of Q1 2024.

Based on Jamison Private Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.