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Planning Capital Management Corporation’s Brookfield BN Stock Holding History

Planning Capital Management Corporation’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
Q3 		$14.5K Buy
+409
New +$12.9K 0.01% 375
2024
Q2 		– Sell
-1,836
Closed -$51.2K – 724
2024
Q1 		$51.2K Hold
1,836
– – 0.04% 185
2023
Q4 		$49.1K Buy
+1,836
New +$41.7K 0.04% 194

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 $204B AUM 27.99% 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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Planning Capital Management Corporation's BN Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Brookfield (BN) in Q3 2024: 409 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in BN as recently as Q1 2024.

Planning Capital Management Corporation first reported a position in BN in Q4 2023 and has held it in 3 quarters since. The position peaked at $51.2K in Q1 2024. 748 funds tracked by Wall St. Rank hold BN as of Q3 2024.

  • Planning Capital Management Corporation held 409 shares of Brookfield worth $14.5K as of Q3 2024.
  • Brookfield was a new Planning Capital Management Corporation position in Q3 2024.
  • Brookfield made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #375 holding.
  • Planning Capital Management Corporation first reported a position in Brookfield in Q4 2023 and has held it in 3 quarters since.
  • Planning Capital Management Corporation's Brookfield position peaked at $51.2K in Q1 2024.
  • 748 funds tracked by Wall St. Rank held Brookfield as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.