Piershale Financial Group’s Brookfield BN Stock Holding History

Piershale Financial Group’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 Q2	$9.29K	Hold	414	–	–	0.01%	123
2023 Q1	$8.99K	Hold	414	–	–	0.01%	118
2022 Q4	$8.68K	Buy	+414	New	+$9.28K	0.01%	125

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

Piershale Financial Group's BN Position: Q2 2023 in Review

Piershale Financial Group held its Brookfield (BN) position steady in Q2 2023 at 414 shares worth $9.29K. The position accounts for 0.01% of the portfolio, ranked #123.

Piershale Financial Group first reported a position in BN in Q4 2022 and has held it in 3 quarters since. 605 funds tracked by Wall St. Rank hold BN as of Q2 2023.

Piershale Financial Group held 414 shares of Brookfield worth $9.29K as of Q2 2023.
Piershale Financial Group left its Brookfield share count unchanged in Q2 2023.
Brookfield made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #123 holding.
Piershale Financial Group first reported a position in Brookfield in Q4 2022 and has held it in 3 quarters since.
605 funds tracked by Wall St. Rank held Brookfield as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.