Wealth Quarterback’s Brookfield BN Stock Holding History

Wealth Quarterback’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
2021 Q3	$30K	Buy	+1,219	New	+$35.6K	0.02%	306

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wealth Quarterback's BN Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Brookfield (BN) in Q3 2021: 1,219 shares worth $30K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

665 funds tracked by Wall St. Rank hold BN as of Q3 2021.

Wealth Quarterback held 1,219 shares of Brookfield worth $30K as of Q3 2021.
Brookfield was a new Wealth Quarterback position in Q3 2021.
Brookfield made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #306 holding.
665 funds tracked by Wall St. Rank held Brookfield as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.