Baldrige Asset Management’s Brookfield Asset Management BAM Stock Holding History

Baldrige Asset Management’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1K	Hold	27	–	–	﹤0.01%	331
2022 Q4	$1K	Buy	+27	New	+$812	﹤0.01%	293

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Baldrige Asset Management's BAM Position: Q1 2023 in Review

Baldrige Asset Management held its Brookfield Asset Management (BAM) position steady in Q1 2023 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Baldrige Asset Management first reported a position in BAM in Q4 2022 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold BAM as of Q1 2023.

Baldrige Asset Management held 27 shares of Brookfield Asset Management worth $1K as of Q1 2023.
Baldrige Asset Management left its Brookfield Asset Management share count unchanged in Q1 2023.
Brookfield Asset Management made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #331 holding.
Baldrige Asset Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 2 quarters since.
458 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.