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Pacific Capital Wealth Advisors’s Brookfield BN Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-116
Closed -$3.22K – 562
2024
Q1 		$3.22K Buy
+116
New +$3.13K ﹤0.01% 380

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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

Pacific Capital Wealth Advisors's BN Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Brookfield (BN) in Q2 2024, closing a stake of 116 shares — an estimated $3.22K sold.

Pacific Capital Wealth Advisors first reported a position in BN in Q1 2024 and held it in 1 quarter. The position peaked at $3.22K in Q1 2024. 693 funds tracked by Wall St. Rank hold BN as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Brookfield position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 116 Brookfield shares in Q2 2024, an estimated $3.22K.
  • Pacific Capital Wealth Advisors first reported a position in Brookfield in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Brookfield position peaked at $3.22K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Brookfield as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.