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Column Capital Advisors’s Brookfield Asset Management BAM Stock Holding History

Column Capital 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
Q3 		$9.84K Hold
295
– – ﹤0.01% 522
2023
Q2 		$9.63K Hold
295
– – ﹤0.01% 543
2023
Q1 		$9.65K Hold
295
– – ﹤0.01% 561
2022
Q4 		$8.46K Buy
+295
New +$8.88K ﹤0.01% 552

Other funds holding BAM

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Column Capital Advisors's BAM Position: Q3 2023 in Review

Column Capital Advisors held its Brookfield Asset Management (BAM) position steady in Q3 2023 at 295 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Column Capital Advisors first reported a position in BAM in Q4 2022 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold BAM as of Q3 2023.

  • Column Capital Advisors held 295 shares of Brookfield Asset Management worth $9.84K as of Q3 2023.
  • Column Capital Advisors left its Brookfield Asset Management share count unchanged in Q3 2023.
  • Brookfield Asset Management made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #522 holding.
  • Column Capital Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.