Total Clarity Wealth Management’s Brookfield BN Stock Holding History

Total Clarity Wealth Management’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	-6	Closed	–	–	303
2022 Q2	$0	Buy	+6	New	+$160	﹤0.01%	1018
2022 Q1	–	Sell	-6	Closed	–	–	289
2021 Q4	$0	Hold	6	–	–	﹤0.01%	985
2021 Q3	$0	Buy	+6	New	+$175	﹤0.01%	972
2020 Q1	–	Sell	-140	Closed	-$3K	–	143
2019 Q4	$3K	Buy	+140	New	+$2.79K	﹤0.01%	623

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

Total Clarity Wealth Management's BN Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Brookfield (BN) in Q3 2022, closing a stake of 6 shares.

Total Clarity Wealth Management first reported a position in BN in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 688 funds tracked by Wall St. Rank hold BN as of Q3 2022.

Total Clarity Wealth Management reported no remaining Brookfield position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 6 Brookfield shares in Q3 2022.
Total Clarity Wealth Management first reported a position in Brookfield in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's Brookfield position peaked at $3K in Q4 2019.
688 funds tracked by Wall St. Rank held Brookfield as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.