Tradition Wealth Management’s Brookfield BN Stock Holding History

Tradition 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
2024 Q1	–	Sell	-2,304	Closed	-$62K	–	475
2023 Q4	$62K	Sell	2,304 -542	-19%	-$12.3K	0.01%	574
2023 Q3	$59K	Hold	2,846	–	–	0.01%	560
2023 Q2	$64K	Hold	2,846	–	–	0.01%	564
2023 Q1	$62K	Hold	2,846	–	–	0.01%	559
2022 Q4	$60K	Sell	2,846 -674	-19%	-$15.1K	0.01%	483
2022 Q3	$78K	Buy	3,520 +2,850	+425%	+$73.8K	0.01%	406
2022 Q2	$16K	Hold	670	–	–	﹤0.01%	688
2022 Q1	$20K	Hold	670	–	–	﹤0.01%	710
2021 Q4	$22K	Hold	670	–	–	﹤0.01%	702
2021 Q3	$19K	Buy	670 +21	+3%	+$613	﹤0.01%	731
2021 Q2	$18K	Buy	+649	New	+$16.6K	﹤0.01%	781

Other funds holding BN

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

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