Cetera Advisors’s Brookfield Asset Management BAM Stock Holding History

Cetera 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
2024 Q1	$209K	Buy	+4,964	New	+$201K	﹤0.01%	2195

Other funds holding BAM

PVI

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

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

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Cetera Advisors's BAM Position: Q1 2024 in Review

Cetera Advisors opened a new position in Brookfield Asset Management (BAM) in Q1 2024: 4,964 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #2195 among its holdings.

485 funds tracked by Wall St. Rank hold BAM as of Q1 2024.

Cetera Advisors held 4,964 shares of Brookfield Asset Management worth $209K as of Q1 2024.
Brookfield Asset Management was a new Cetera Advisors position in Q1 2024.
Brookfield Asset Management made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2195 holding.
485 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.