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Mine & Arao Wealth Creation & Management’s Brookfield BN Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q3 		– Sell
-302
Closed -$6.76K – 323
2023
Q2 		$6.76K Buy
+302
New +$6.4K ﹤0.01% 247

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's BN Position: Q3 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Brookfield (BN) in Q3 2023, closing a stake of 302 shares — an estimated $6.76K sold.

Mine & Arao Wealth Creation & Management first reported a position in BN in Q2 2023 and held it in 1 quarter. The position peaked at $6.76K in Q2 2023. 615 funds tracked by Wall St. Rank hold BN as of Q3 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Brookfield position as of Q3 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 302 Brookfield shares in Q3 2023, an estimated $6.76K.
  • Mine & Arao Wealth Creation & Management first reported a position in Brookfield in Q2 2023 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Brookfield position peaked at $6.76K in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Brookfield as of Q3 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2023, filed 16 Nov 2023.