CAS
BAM icon

Coppell Advisory Solutions’s Brookfield Asset Management BAM Stock Holding History

Coppell Advisory Solutions’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
-285
Closed -$15.6K – 463
2024
Q4 		$15.6K Hold
285
– – ﹤0.01% 955
2024
Q3 		$13.5K Hold
285
– – ﹤0.01% 995
2024
Q2 		$10.8K Buy
+285
New +$11.2K ﹤0.01% 978
2023
Q4 		$40 Buy
+1
New +$34 ﹤0.01% 1683

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

Coppell Advisory Solutions's BAM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Brookfield Asset Management (BAM) in Q1 2025, closing a stake of 285 shares — an estimated $15.6K sold.

Coppell Advisory Solutions first reported a position in BAM in Q4 2023 and held it in 4 quarters. The position peaked at $15.6K in Q4 2024. 587 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Brookfield Asset Management position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 285 Brookfield Asset Management shares in Q1 2025, an estimated $15.6K.
  • Coppell Advisory Solutions first reported a position in Brookfield Asset Management in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Brookfield Asset Management position peaked at $15.6K in Q4 2024.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.