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Schechter Investment Advisors’s Brookfield BN Stock Holding History

Schechter Investment 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
2025
Q1 		$517K Sell
14,811
-4,329
-23% -$164K 0.04% 357
2024
Q4 		$733K Sell
19,140
-746
-4% -$28.1K 0.06% 300
2024
Q3 		$705K Sell
19,886
-3,315
-14% -$105K 0.05% 320
2024
Q2 		$643K Sell
23,201
-346
-1% -$9.64K 0.05% 322
2024
Q1 		$657K Buy
23,547
+252
+1% +$6.8K 0.05% 331
2023
Q4 		$624K Sell
23,295
-726
-3% -$16.5K 0.05% 315
2023
Q3 		$502K Buy
24,021
+5,401
+29% +$122K 0.05% 341
2023
Q2 		$418K Buy
18,620
+27
+0.1% +$572 0.04% 417
2023
Q1 		$404K Buy
18,593
+438
+2% +$9.87K 0.04% 459
2022
Q4 		$381K Sell
18,155
-13,912
-43% -$312K 0.03% 569
2022
Q3 		$706K Buy
32,067
+1,134
+4% +$29.4K 0.07% 393
2022
Q2 		$742K Buy
30,933
+2,520
+9% +$67.3K 0.07% 387
2022
Q1 		$867K Buy
28,413
+6,707
+31% +$201K 0.08% 354
2021
Q4 		$706K Buy
+21,706
New +$687K 0.06% 410

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Schechter Investment Advisors's BN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Brookfield (BN) stake by 23% in Q1 2025, selling an estimated $164K and leaving 14,811 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #357.

Schechter Investment Advisors first reported a position in BN in Q4 2021 and has held it in 14 quarters since. The position peaked at $867K in Q1 2022. 818 funds tracked by Wall St. Rank hold BN as of Q1 2025.

  • Schechter Investment Advisors held 14,811 shares of Brookfield worth $517K as of Q1 2025.
  • Schechter Investment Advisors sold 4,329 Brookfield shares in Q1 2025, an estimated $164K.
  • Brookfield made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #357 holding.
  • Schechter Investment Advisors first reported a position in Brookfield in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Brookfield position peaked at $867K in Q1 2022.
  • 818 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.