Plante Moran Financial Advisors’s Brookfield BN Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-114	Closed	-$4.04K	–	917
2024 Q3	$4.04K	Buy	+114	New	+$3.6K	﹤0.01%	702
2022 Q1	–	Sell	-291	Closed	-$9K	–	824
2021 Q4	$9K	Buy	+291	New	+$9.21K	﹤0.01%	694
2021 Q3	–	Sell	-603	Closed	-$17K	–	930
2021 Q2	$17K	Sell	603 -4	-0.7%	-$102	﹤0.01%	584
2021 Q1	$14K	Hold	607	–	–	﹤0.01%	595
2020 Q4	$13K	Hold	607	–	–	﹤0.01%	588
2020 Q3	$11K	Hold	607	–	–	﹤0.01%	587
2020 Q2	$11K	Buy	+607	New	+$10.7K	﹤0.01%	509
2016 Q1	–	Sell	-239	Closed	-$3K	–	868
2015 Q4	$3K	Buy	+239	New	+$2.8K	﹤0.01%	811

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

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

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

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

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

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

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

Plante Moran Financial Advisors's BN Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Brookfield (BN) in Q4 2024, closing a stake of 114 shares — an estimated $4.04K sold.

Plante Moran Financial Advisors first reported a position in BN in Q4 2015 and held it in 8 quarters. The position peaked at $17K in Q2 2021. 824 funds tracked by Wall St. Rank hold BN as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 114 Brookfield shares in Q4 2024, an estimated $4.04K.
Plante Moran Financial Advisors first reported a position in Brookfield in Q4 2015 and held it in 8 quarters.
Plante Moran Financial Advisors's Brookfield position peaked at $17K in Q2 2021.
824 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.