Baldwin Wealth Partners’s Brookfield Asset Management BAM Stock Holding History

Baldwin Wealth Partners’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
2024 Q3	–	Sell	-51	Closed	-$1.94K	–	1089
2024 Q2	$1.94K	Buy	51 +35	+219%	+$1.38K	﹤0.01%	662
2024 Q1	$672	Hold	16	–	–	﹤0.01%	668
2023 Q4	$643	Hold	16	–	–	﹤0.01%	693
2023 Q3	$533	Hold	16	–	–	﹤0.01%	725
2023 Q2	$522	Hold	16	–	–	﹤0.01%	738
2023 Q1	$524	Buy	+16	New	+$520	﹤0.01%	775

Other funds holding BAM

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Baldwin Wealth Partners's BAM Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Brookfield Asset Management (BAM) in Q3 2024, closing a stake of 51 shares — an estimated $1.94K sold.

Baldwin Wealth Partners first reported a position in BAM in Q1 2023 and held it in 6 quarters. The position peaked at $1.94K in Q2 2024. 549 funds tracked by Wall St. Rank hold BAM as of Q3 2024.

Baldwin Wealth Partners reported no remaining Brookfield Asset Management position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 51 Brookfield Asset Management shares in Q3 2024, an estimated $1.94K.
Baldwin Wealth Partners first reported a position in Brookfield Asset Management in Q1 2023 and held it in 6 quarters.
Baldwin Wealth Partners's Brookfield Asset Management position peaked at $1.94K in Q2 2024.
549 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.