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Lake Street Advisors Group’s Brookfield BN Stock Holding History

Lake Street Advisors Group’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 		$210K Buy
+5,481
New +$206K 0.01% 552

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

Lake Street Advisors Group's BN Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in Brookfield (BN) in Q4 2024: 5,481 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings.

824 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Lake Street Advisors Group held 5,481 shares of Brookfield worth $210K as of Q4 2024.
  • Brookfield was a new Lake Street Advisors Group position in Q4 2024.
  • Brookfield made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #552 holding.
  • 824 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.