RDIA
BBU

RE Dickinson Investment Advisors’s Brookfield Business Partners BBU Stock Holding History

RE Dickinson Investment Advisors’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19
Closed – – 232
2024
Q1 		$0 Hold
19
– – ﹤0.01% 219
2023
Q4 		$0 Hold
19
– – ﹤0.01% 230
2023
Q3 		$0 Hold
19
– – ﹤0.01% 268
2023
Q2 		$0 Hold
19
– – ﹤0.01% 387
2023
Q1 		$0 Hold
19
– – ﹤0.01% 401
2022
Q4 		$0 Hold
19
– – ﹤0.01% 386
2022
Q3 		$0 Hold
19
– – ﹤0.01% 262
2022
Q2 		$0 Hold
19
– – ﹤0.01% 288
2022
Q1 		$1K Sell
19
-11
-37% -$312 ﹤0.01% 270
2021
Q4 		$1K Buy
+30
New +$909 ﹤0.01% 274

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

RE Dickinson Investment Advisors's BBU Position: Q2 2024 in Review

RE Dickinson Investment Advisors sold out of Brookfield Business Partners (BBU) in Q2 2024, closing a stake of 19 shares.

RE Dickinson Investment Advisors first reported a position in BBU in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 59 funds tracked by Wall St. Rank hold BBU as of Q2 2024.

  • RE Dickinson Investment Advisors reported no remaining Brookfield Business Partners position as of Q2 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 19 Brookfield Business Partners shares in Q2 2024.
  • RE Dickinson Investment Advisors first reported a position in Brookfield Business Partners in Q4 2021 and held it in 10 quarters.
  • RE Dickinson Investment Advisors's Brookfield Business Partners position peaked at $1K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.