Phoenix Wealth Advisors’s Brookfield BN Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-186	Closed	-$5K	–	151
2021 Q3	$5K	Hold	186	–	–	﹤0.01%	333
2021 Q2	$5K	Sell	186 -1	-0.5%	-$26	﹤0.01%	322
2021 Q1	$4K	Buy	+187	New	+$4.17K	﹤0.01%	326

Other funds holding BN

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Phoenix Wealth Advisors's BN Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Brookfield (BN) in Q4 2021, closing a stake of 186 shares — an estimated $5K sold.

Phoenix Wealth Advisors first reported a position in BN in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 737 funds tracked by Wall St. Rank hold BN as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Brookfield position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 186 Brookfield shares in Q4 2021, an estimated $5K.
Phoenix Wealth Advisors first reported a position in Brookfield in Q1 2021 and held it in 3 quarters.
Phoenix Wealth Advisors's Brookfield position peaked at $5K in Q3 2021.
737 funds tracked by Wall St. Rank held Brookfield as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.