BDO Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

BDO Wealth Advisors’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 Q2	$20.5K	Sell	628 -3,190	-84%	-$103K	﹤0.01%	569
2023 Q1	$125K	Buy	3,818 +68	+2%	+$2.21K	0.02%	300
2022 Q4	$108K	Buy	+3,750	New	+$113K	0.01%	321

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BDO Wealth Advisors's BAM Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Brookfield Asset Management (BAM) stake by 84% in Q2 2023, selling an estimated $103K and leaving 628 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

BDO Wealth Advisors first reported a position in BAM in Q4 2022 and has held it in 3 quarters since. The position peaked at $125K in Q1 2023. 453 funds tracked by Wall St. Rank hold BAM as of Q2 2023.

BDO Wealth Advisors held 628 shares of Brookfield Asset Management worth $20.5K as of Q2 2023.
BDO Wealth Advisors sold 3,190 Brookfield Asset Management shares in Q2 2023, an estimated $103K.
Brookfield Asset Management made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #569 holding.
BDO Wealth Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 3 quarters since.
BDO Wealth Advisors's Brookfield Asset Management position peaked at $125K in Q1 2023.
453 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.