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Safeguard Investment Advisory Group’s Brookfield BN Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-1,682
Closed -$37K – 156
2020
Q4 		$37K Buy
+1,682
New +$33.7K 0.03% 231

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Principal Financial Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Safeguard Investment Advisory Group's BN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Brookfield (BN) in Q1 2021, closing a stake of 1,682 shares — an estimated $37K sold.

Safeguard Investment Advisory Group first reported a position in BN in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 602 funds tracked by Wall St. Rank hold BN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Brookfield position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,682 Brookfield shares in Q1 2021, an estimated $37K.
  • Safeguard Investment Advisory Group first reported a position in Brookfield in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Brookfield position peaked at $37K in Q4 2020.
  • 602 funds tracked by Wall St. Rank held Brookfield as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.