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The Family Firm’s Brookfield BN Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-1,307
Closed -$36.2K – 281
2024
Q2 		$36.2K Buy
+1,307
New +$36.4K 0.01% 470

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 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

The Family Firm's BN Position: Q3 2024 in Review

The Family Firm sold out of Brookfield (BN) in Q3 2024, closing a stake of 1,307 shares — an estimated $36.2K sold.

The Family Firm first reported a position in BN in Q2 2024 and held it in 1 quarter. The position peaked at $36.2K in Q2 2024. 748 funds tracked by Wall St. Rank hold BN as of Q3 2024.

  • The Family Firm reported no remaining Brookfield position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 1,307 Brookfield shares in Q3 2024, an estimated $36.2K.
  • The Family Firm first reported a position in Brookfield in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Brookfield position peaked at $36.2K in Q2 2024.
  • 748 funds tracked by Wall St. Rank held Brookfield as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.