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Lenox Wealth Advisors’s Brookfield BN Stock Holding History

Lenox Wealth Advisors’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 		$21K Hold
696
– – ﹤0.01% 366
2021
Q4 		$23K Buy
+696
New +$22K ﹤0.01% 368
2019
Q2 		– Sell
-244
Closed -$4K – 428
2019
Q1 		$4K Buy
+244
New +$3.8K ﹤0.01% 390

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
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

Lenox Wealth Advisors's BN Position: Q1 2022 in Review

Lenox Wealth Advisors held its Brookfield (BN) position steady in Q1 2022 at 696 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Lenox Wealth Advisors first reported a position in BN in Q1 2019 and has held it in 3 quarters since. The position peaked at $23K in Q4 2021. 737 funds tracked by Wall St. Rank hold BN as of Q1 2022.

  • Lenox Wealth Advisors held 696 shares of Brookfield worth $21K as of Q1 2022.
  • Lenox Wealth Advisors left its Brookfield share count unchanged in Q1 2022.
  • Brookfield made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #366 holding.
  • Lenox Wealth Advisors first reported a position in Brookfield in Q1 2019 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's Brookfield position peaked at $23K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Brookfield as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.