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Choate Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Choate Investment 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
2025
Q1 		– Sell
-9,580
Closed -$519K – 397
2024
Q4 		$519K Buy
9,580
+467
+5% +$25.2K 0.01% 266
2024
Q3 		$431K Hold
9,113
– – 0.01% 276
2024
Q2 		$347K Buy
9,113
+213
+2% +$8.37K 0.01% 290
2024
Q1 		$374K Buy
8,900
+285
+3% +$11.5K 0.01% 302
2023
Q4 		$346K Sell
8,615
-154
-2% -$5.21K 0.01% 289
2023
Q3 		$292K Buy
+8,769
New +$296K 0.01% 299

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Choate Investment Advisors's BAM Position: Q1 2025 in Review

Choate Investment Advisors sold out of Brookfield Asset Management (BAM) in Q1 2025, closing a stake of 9,580 shares — an estimated $519K sold.

Choate Investment Advisors first reported a position in BAM in Q3 2023 and held it in 6 quarters. The position peaked at $519K in Q4 2024. 587 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

  • Choate Investment Advisors reported no remaining Brookfield Asset Management position as of Q1 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 9,580 Brookfield Asset Management shares in Q1 2025, an estimated $519K.
  • Choate Investment Advisors first reported a position in Brookfield Asset Management in Q3 2023 and held it in 6 quarters.
  • Choate Investment Advisors's Brookfield Asset Management position peaked at $519K in Q4 2024.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on Choate Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.