First Command Bank’s Brookfield Asset Management BAM Stock Holding History

First Command Bank’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 Q1	–	Sell	-296	Closed	-$8K	–	383
2022 Q4	$8K	Buy	+296	New	+$8.91K	﹤0.01%	338

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

First Command Bank's BAM Position: Q1 2023 in Review

First Command Bank sold out of Brookfield Asset Management (BAM) in Q1 2023, closing a stake of 296 shares — an estimated $8K sold.

First Command Bank first reported a position in BAM in Q4 2022 and held it in 1 quarter. The position peaked at $8K in Q4 2022. 458 funds tracked by Wall St. Rank hold BAM as of Q1 2023.

First Command Bank reported no remaining Brookfield Asset Management position as of Q1 2023 after selling out during the quarter.
First Command Bank sold 296 Brookfield Asset Management shares in Q1 2023, an estimated $8K.
First Command Bank first reported a position in Brookfield Asset Management in Q4 2022 and held it in 1 quarter.
First Command Bank's Brookfield Asset Management position peaked at $8K in Q4 2022.
458 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2023.

Based on First Command Bank's 13F filing for Q1 2023, filed 14 Apr 2023.