Wipfli Financial Advisors’s Brookfield BN Stock Holding History

Wipfli Financial Advisors’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	$1K	Buy	+28	New	+$725	﹤0.01%	2379

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wipfli Financial Advisors's BN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Brookfield (BN) in Q3 2022: 28 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2379 among its holdings.

688 funds tracked by Wall St. Rank hold BN as of Q3 2022.

Wipfli Financial Advisors held 28 shares of Brookfield worth $1K as of Q3 2022.
Brookfield was a new Wipfli Financial Advisors position in Q3 2022.
Brookfield made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2379 holding.
688 funds tracked by Wall St. Rank held Brookfield as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.