SFS
BBU

Sowell Financial Services’s Brookfield Business Partners BBU Stock Holding History

Sowell Financial Services’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12
Closed – – 732
2021
Q1 		$0 Hold
12
– – ﹤0.01% 3107
2020
Q4 		$0 Hold
12
– – ﹤0.01% 2695
2020
Q3 		$0 Hold
12
– – ﹤0.01% 2520
2020
Q2 		$0 Hold
12
– – ﹤0.01% 2460
2020
Q1 		$0 Hold
12
– – ﹤0.01% 2424
2019
Q4 		$0 Hold
12
– – ﹤0.01% 2511
2019
Q3 		$0 Buy
+12
New +$285 ﹤0.01% 2389

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sowell Financial Services's BBU Position: Q2 2021 in Review

Sowell Financial Services sold out of Brookfield Business Partners (BBU) in Q2 2021, closing a stake of 12 shares.

Sowell Financial Services first reported a position in BBU in Q3 2019 and held it in 7 quarters. The position peaked at $0 in Q1 2021. 73 funds tracked by Wall St. Rank hold BBU as of Q2 2021.

  • Sowell Financial Services reported no remaining Brookfield Business Partners position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 12 Brookfield Business Partners shares in Q2 2021.
  • Sowell Financial Services first reported a position in Brookfield Business Partners in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Brookfield Business Partners position peaked at $0 in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.