Tucker Asset Management’s Brookfield BN Stock Holding History

Tucker Asset 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
2023 Q2	–	Sell	-416	Closed	-$9.03K	–	1183
2023 Q1	$9.03K	Hold	416	–	–	﹤0.01%	573
2022 Q4	$8.88K	Sell	416 -98	-19%	-$2.2K	﹤0.01%	366
2022 Q3	$11K	Hold	514	–	–	﹤0.01%	320
2022 Q2	$12.3K	Buy	+514	New	+$13.7K	﹤0.01%	224

Other funds holding BN

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Tucker Asset Management's BN Position: Q2 2023 in Review

Tucker Asset Management sold out of Brookfield (BN) in Q2 2023, closing a stake of 416 shares — an estimated $9.03K sold.

Tucker Asset Management first reported a position in BN in Q2 2022 and held it in 4 quarters. The position peaked at $12.3K in Q2 2022. 604 funds tracked by Wall St. Rank hold BN as of Q2 2023.

Tucker Asset Management reported no remaining Brookfield position as of Q2 2023 after selling out during the quarter.
Tucker Asset Management sold 416 Brookfield shares in Q2 2023, an estimated $9.03K.
Tucker Asset Management first reported a position in Brookfield in Q2 2022 and held it in 4 quarters.
Tucker Asset Management's Brookfield position peaked at $12.3K in Q2 2022.
604 funds tracked by Wall St. Rank held Brookfield as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.