Carmel Capital Partners’s Brookfield Asset Management BAM Stock Holding History

Carmel Capital 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
2025 Q3	–	Sell	-8,546	Closed	-$472K	–	109
2025 Q2	$472K	Sell	8,546 -1,183	-12%	-$63.5K	0.17%	90
2025 Q1	$471K	Sell	9,729 -15	-0.2%	-$818	0.19%	90
2024 Q4	$528K	Sell	9,744 -85	-0.9%	-$4.59K	0.21%	79
2024 Q3	$465K	Sell	9,829 -48	-0.5%	-$2.01K	0.18%	92
2024 Q2	$376K	Buy	9,877 +448	+5%	+$17.6K	0.16%	99
2024 Q1	$396K	Buy	9,429 +74	+0.8%	+$2.99K	0.16%	89
2023 Q4	$376K	Sell	9,355 -688	-7%	-$23.3K	0.19%	84
2023 Q3	$335K	Sell	10,043 -2,744	-21%	-$92.6K	0.15%	103
2023 Q2	$417K	Buy	12,787 +4,563	+55%	+$147K	0.22%	73
2023 Q1	$269K	Buy	+8,224	New	+$267K	0.16%	107

Other funds holding BAM

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

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

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

Fidelity Investments

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

Capital International Investors

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital World Investors

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal

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