Financiere des Professionnels’s Brookfield Asset Management BAM Stock Holding History

Financiere des Professionnels’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 Q2	–	Sell	-12,506	Closed	-$526K	–	147
2024 Q1	$526K	Sell	12,506 -2,981	-19%	-$121K	0.04%	135
2023 Q4	$622K	Sell	15,487 -3,143	-17%	-$106K	0.05%	130
2023 Q3	$621K	Buy	+18,630	New	+$629K	0.06%	124

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

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financiere des Professionnels's BAM Position: Q2 2024 in Review

Financiere des Professionnels sold out of Brookfield Asset Management (BAM) in Q2 2024, closing a stake of 12,506 shares — an estimated $526K sold.

Financiere des Professionnels first reported a position in BAM in Q3 2023 and held it in 3 quarters. The position peaked at $622K in Q4 2023. 526 funds tracked by Wall St. Rank hold BAM as of Q2 2024.

Financiere des Professionnels reported no remaining Brookfield Asset Management position as of Q2 2024 after selling out during the quarter.
Financiere des Professionnels sold 12,506 Brookfield Asset Management shares in Q2 2024, an estimated $526K.
Financiere des Professionnels first reported a position in Brookfield Asset Management in Q3 2023 and held it in 3 quarters.
Financiere des Professionnels's Brookfield Asset Management position peaked at $622K in Q4 2023.
526 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2024.

Based on Financiere des Professionnels's 13F filing for Q2 2024, filed 9 Aug 2024.