Regal Partners’s Brookfield BN Stock Holding History

Regal Partners’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
2023 Q1	–	Sell	-194,855	Closed	-$4.09M	–	38
2022 Q4	$4.09M	Buy	+194,855	New	+$4.37M	0.96%	16

Other funds holding BN

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Regal Partners's BN Position: Q1 2023 in Review

Regal Partners sold out of Brookfield (BN) in Q1 2023, closing a stake of 194,855 shares — an estimated $4.09M sold.

Regal Partners first reported a position in BN in Q4 2022 and held it in 1 quarter. The position peaked at $4.09M in Q4 2022. 620 funds tracked by Wall St. Rank hold BN as of Q1 2023.

Regal Partners reported no remaining Brookfield position as of Q1 2023 after selling out during the quarter.
Regal Partners sold 194,855 Brookfield shares in Q1 2023, an estimated $4.09M.
Regal Partners first reported a position in Brookfield in Q4 2022 and held it in 1 quarter.
Regal Partners's Brookfield position peaked at $4.09M in Q4 2022.
620 funds tracked by Wall St. Rank held Brookfield as of Q1 2023.

Based on Regal Partners's 13F filing for Q1 2023, filed 15 May 2023.