Sheaff Brock Investment Advisors’s Brookfield BN Stock Holding History

Sheaff Brock 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
2022 Q3	–	Sell	-8,515	Closed	-$204K	–	499
2022 Q2	$204K	Hold	8,515	–	–	0.02%	417
2022 Q1	$260K	Hold	8,515	–	–	0.02%	405
2021 Q4	$277K	Hold	8,515	–	–	0.02%	406
2021 Q3	$245K	Buy	8,515 +61	+0.7%	+$1.78K	0.02%	437
2021 Q2	$232K	Sell	8,454 -59	-0.7%	-$1.51K	0.02%	428
2021 Q1	$203K	Buy	+8,513	New	+$190K	0.02%	442

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JFL

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

Sheaff Brock Investment Advisors's BN Position: Q3 2022 in Review

Sheaff Brock Investment Advisors sold out of Brookfield (BN) in Q3 2022, closing a stake of 8,515 shares — an estimated $204K sold.

Sheaff Brock Investment Advisors first reported a position in BN in Q1 2021 and held it in 6 quarters. The position peaked at $277K in Q4 2021. 688 funds tracked by Wall St. Rank hold BN as of Q3 2022.

Sheaff Brock Investment Advisors reported no remaining Brookfield position as of Q3 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 8,515 Brookfield shares in Q3 2022, an estimated $204K.
Sheaff Brock Investment Advisors first reported a position in Brookfield in Q1 2021 and held it in 6 quarters.
Sheaff Brock Investment Advisors's Brookfield position peaked at $277K in Q4 2021.
688 funds tracked by Wall St. Rank held Brookfield as of Q3 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.