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Syverson Strege & Co’s Brookfield BN Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-161
Closed -$3.49K – 136
2023
Q1 		$3.49K Buy
161
+143
+794% +$3.22K ﹤0.01% 395
2022
Q4 		$382 Sell
18
-4
-18% -$90 ﹤0.01% 303
2022
Q3 		$0 Hold
22
– – ﹤0.01% 291
2022
Q2 		$1K Hold
22
– – ﹤0.01% 306
2022
Q1 		$1K Hold
22
– – ﹤0.01% 281
2021
Q4 		$1K Hold
22
– – ﹤0.01% 281
2021
Q3 		$1K Buy
+22
New +$642 ﹤0.01% 424

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Syverson Strege & Co's BN Position: Q2 2023 in Review

Syverson Strege & Co sold out of Brookfield (BN) in Q2 2023, closing a stake of 161 shares — an estimated $3.49K sold.

Syverson Strege & Co first reported a position in BN in Q3 2021 and held it in 7 quarters. The position peaked at $3.49K in Q1 2023. 604 funds tracked by Wall St. Rank hold BN as of Q2 2023.

  • Syverson Strege & Co reported no remaining Brookfield position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 161 Brookfield shares in Q2 2023, an estimated $3.49K.
  • Syverson Strege & Co first reported a position in Brookfield in Q3 2021 and held it in 7 quarters.
  • Syverson Strege & Co's Brookfield position peaked at $3.49K in Q1 2023.
  • 604 funds tracked by Wall St. Rank held Brookfield as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.