Legacy Financial Group (Iowa)
BBU

Legacy Financial Group (Iowa)’s Brookfield Business Partners BBU Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-141
Closed -$2.14K – 75
2023
Q3 		$2.14K Buy
+141
New +$2.36K ﹤0.01% 458

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BBU Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Brookfield Business Partners (BBU) in Q4 2023, closing a stake of 141 shares — an estimated $2.14K sold.

Legacy Financial Group (Iowa) first reported a position in BBU in Q3 2023 and held it in 1 quarter. The position peaked at $2.14K in Q3 2023. 65 funds tracked by Wall St. Rank hold BBU as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Brookfield Business Partners position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 141 Brookfield Business Partners shares in Q4 2023, an estimated $2.14K.
  • Legacy Financial Group (Iowa) first reported a position in Brookfield Business Partners in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Brookfield Business Partners position peaked at $2.14K in Q3 2023.
  • 65 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.