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Wealthsimple’s Brookfield BN Stock Holding History

Wealthsimple’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 		$213K Buy
+5,053
New +$131K 0.01% 33
2022
Q1 		– Sell
-6,988
Closed -$228K – 38
2021
Q4 		$228K Buy
+6,988
New +$221K 0.01% 28

Other funds holding BN

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
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

Wealthsimple's BN Position: Q3 2022 in Review

Wealthsimple opened a new position in Brookfield (BN) in Q3 2022: 5,053 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #33 among its holdings. This is a return to the name: Wealthsimple previously reported a position in BN as recently as Q4 2021.

Wealthsimple first reported a position in BN in Q4 2021 and has held it in 2 quarters since. The position peaked at $228K in Q4 2021. 688 funds tracked by Wall St. Rank hold BN as of Q3 2022.

  • Wealthsimple held 5,053 shares of Brookfield worth $213K as of Q3 2022.
  • Brookfield was a new Wealthsimple position in Q3 2022.
  • Brookfield made up 0.01% of Wealthsimple's portfolio in Q3 2022, its #33 holding.
  • Wealthsimple first reported a position in Brookfield in Q4 2021 and has held it in 2 quarters since.
  • Wealthsimple's Brookfield position peaked at $228K in Q4 2021.
  • 688 funds tracked by Wall St. Rank held Brookfield as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.