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Riverview Capital Advisers’s Brookfield BN Stock Holding History

Riverview Capital Advisers’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
Q4 		– Sell
-47,103
Closed -$982K – 81
2023
Q3 		$982K Buy
47,103
+1
+0% +$23 0.43% 52
2023
Q2 		$1.06M Buy
47,102
+2
+0% +$42 0.46% 50
2023
Q1 		$1.02M Sell
47,100
-263
-0.6% -$5.92K 0.44% 51
2022
Q4 		$993K Sell
47,363
-10,761
-19% -$241K 0.53% 45
2022
Q3 		$1.28M Buy
58,124
+2
+0% +$52 0.8% 35
2022
Q2 		$1.39M Buy
+58,122
New +$1.55M 0.77% 37

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 $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Riverview Capital Advisers's BN Position: Q4 2023 in Review

Riverview Capital Advisers sold out of Brookfield (BN) in Q4 2023, closing a stake of 47,103 shares — an estimated $982K sold.

Riverview Capital Advisers first reported a position in BN in Q2 2022 and held it in 6 quarters. The position peaked at $1.39M in Q2 2022. 668 funds tracked by Wall St. Rank hold BN as of Q4 2023.

  • Riverview Capital Advisers reported no remaining Brookfield position as of Q4 2023 after selling out during the quarter.
  • Riverview Capital Advisers sold 47,103 Brookfield shares in Q4 2023, an estimated $982K.
  • Riverview Capital Advisers first reported a position in Brookfield in Q2 2022 and held it in 6 quarters.
  • Riverview Capital Advisers's Brookfield position peaked at $1.39M in Q2 2022.
  • 668 funds tracked by Wall St. Rank held Brookfield as of Q4 2023.

Based on Riverview Capital Advisers's 13F filing for Q4 2023, filed 12 Feb 2024.