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Verus Financial Partners’s Brookfield BN Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-9,012
Closed -$319K – 99
2024
Q3 		$319K Hold
9,012
– – 0.03% 77
2024
Q2 		$250K Hold
9,012
– – 0.03% 91
2024
Q1 		$252K Hold
9,012
– – 0.03% 91
2023
Q4 		$244K Buy
+9,012
New +$205K 0.03% 89
2023
Q3 		– Sell
-9,219
Closed -$219K – 104
2023
Q2 		$219K Buy
+9,219
New +$195K 0.03% 98
2022
Q4 		– Sell
-9,534
Closed -$205K – 102
2022
Q3 		$205K Buy
+9,534
New +$247K 0.03% 99

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $846B AUM 46.74% 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
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Verus Financial Partners's BN Position: Q4 2024 in Review

Verus Financial Partners sold out of Brookfield (BN) in Q4 2024, closing a stake of 9,012 shares — an estimated $319K sold.

Verus Financial Partners first reported a position in BN in Q3 2022 and held it in 6 quarters. The position peaked at $319K in Q3 2024. 825 funds tracked by Wall St. Rank hold BN as of Q4 2024.

  • Verus Financial Partners reported no remaining Brookfield position as of Q4 2024 after selling out during the quarter.
  • Verus Financial Partners sold 9,012 Brookfield shares in Q4 2024, an estimated $319K.
  • Verus Financial Partners first reported a position in Brookfield in Q3 2022 and held it in 6 quarters.
  • Verus Financial Partners's Brookfield position peaked at $319K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held Brookfield as of Q4 2024.

Based on Verus Financial Partners's 13F filing for Q4 2024, filed 24 Jan 2025.