MWM
RA

MinichMacGregor Wealth Management’s Brookfield Real Assets Income Fund RA Stock Holding History

MinichMacGregor Wealth Management’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$4.04K – 511
2022
Q4 		$4.04K Buy
+250
New +$4.33K ﹤0.01% 502

Other funds holding RA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MinichMacGregor Wealth Management's RA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Brookfield Real Assets Income Fund (RA) in Q1 2023, closing a stake of 250 shares — an estimated $4.04K sold.

MinichMacGregor Wealth Management first reported a position in RA in Q4 2022 and held it in 1 quarter. The position peaked at $4.04K in Q4 2022. 92 funds tracked by Wall St. Rank hold RA as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Brookfield Real Assets Income Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 250 Brookfield Real Assets Income Fund shares in Q1 2023, an estimated $4.04K.
  • MinichMacGregor Wealth Management first reported a position in Brookfield Real Assets Income Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Brookfield Real Assets Income Fund position peaked at $4.04K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Brookfield Real Assets Income Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.