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Milestone Investment Advisors’s Brookfield BN Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-2,414
Closed -$50.3K – 166
2023
Q3 		$50.3K Buy
+2,414
New +$54.4K 0.01% 197
2023
Q2 		– Sell
-2,414
Closed -$52.4K – 161
2023
Q1 		$52.4K Buy
+2,414
New +$54.4K 0.02% 199

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Milestone Investment Advisors's BN Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Brookfield (BN) in Q4 2023, closing a stake of 2,414 shares — an estimated $50.3K sold.

Milestone Investment Advisors first reported a position in BN in Q1 2023 and held it in 2 quarters. The position peaked at $52.4K in Q1 2023. 668 funds tracked by Wall St. Rank hold BN as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Brookfield position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,414 Brookfield shares in Q4 2023, an estimated $50.3K.
  • Milestone Investment Advisors first reported a position in Brookfield in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Brookfield position peaked at $52.4K in Q1 2023.
  • 668 funds tracked by Wall St. Rank held Brookfield as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.