Pinnacle Wealth Advisors’s Brookfield BN Stock Holding History

Pinnacle 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 Q2	$4.86M	Buy	+176,916	New	+$4.53M	0.2%	123

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Pinnacle Wealth Advisors's BN Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Brookfield (BN) in Q2 2021: 176,916 shares worth $4.86M. The stake represents 0.2% of the portfolio and ranks #123 among its holdings.

631 funds tracked by Wall St. Rank hold BN as of Q2 2021.

Pinnacle Wealth Advisors held 176,916 shares of Brookfield worth $4.86M as of Q2 2021.
Brookfield was a new Pinnacle Wealth Advisors position in Q2 2021.
Brookfield made up 0.2% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #123 holding.
631 funds tracked by Wall St. Rank held Brookfield as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.