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Planned Solutions’s Brookfield BN Stock Holding History

Planned Solutions’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
Q4 		– Sell
-600
Closed -$21.3K – 175
2024
Q3 		$21.3K Buy
+600
New +$18.9K 0.01% 382
2024
Q1 		– Sell
-600
Closed -$16K – 147
2023
Q4 		$16K Buy
+600
New +$13.6K 0.01% 388
2021
Q1 		– Sell
-747
Closed -$17K – 101
2020
Q4 		$17K Buy
+747
New +$15K 0.01% 290

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 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

Planned Solutions's BN Position: Q4 2024 in Review

Planned Solutions sold out of Brookfield (BN) in Q4 2024, closing a stake of 600 shares — an estimated $21.3K sold.

Planned Solutions first reported a position in BN in Q4 2020 and held it in 3 quarters. The position peaked at $21.3K in Q3 2024. 824 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Planned Solutions reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 600 Brookfield shares in Q4 2024, an estimated $21.3K.
  • Planned Solutions first reported a position in Brookfield in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Brookfield position peaked at $21.3K in Q3 2024.
  • 824 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.