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Crewe Advisors’s Brookfield Asset Management BAM Stock Holding History

Crewe 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
Q2 		– Sell
-44
Closed -$2.13K – 753
2025
Q1 		$2.13K Buy
+44
New +$2.4K ﹤0.01% 544
2024
Q3 		– Sell
-251
Closed -$9.55K – 746
2024
Q2 		$9.55K Hold
251
– – ﹤0.01% 705
2024
Q1 		$10.5K Hold
251
– – ﹤0.01% 610
2023
Q4 		$10.1K Hold
251
– – ﹤0.01% 207
2023
Q3 		$8.37K Hold
251
– – ﹤0.01% 260
2023
Q2 		$8.19K Hold
251
– – ﹤0.01% 427
2023
Q1 		$8.21K Hold
251
– – ﹤0.01% 579
2022
Q4 		$7.2K Buy
+251
New +$7.55K ﹤0.01% 609

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
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Crewe Advisors's BAM Position: Q2 2025 in Review

Crewe Advisors sold out of Brookfield Asset Management (BAM) in Q2 2025, closing a stake of 44 shares — an estimated $2.13K sold.

Crewe Advisors first reported a position in BAM in Q4 2022 and held it in 8 quarters. The position peaked at $10.5K in Q1 2024. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

  • Crewe Advisors reported no remaining Brookfield Asset Management position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 44 Brookfield Asset Management shares in Q2 2025, an estimated $2.13K.
  • Crewe Advisors first reported a position in Brookfield Asset Management in Q4 2022 and held it in 8 quarters.
  • Crewe Advisors's Brookfield Asset Management position peaked at $10.5K in Q1 2024.
  • 604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.