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First Personal Financial Services’s Brookfield Asset Management BAM Stock Holding History

First Personal Financial Services’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
-19
Closed -$545 – 405
2022
Q4 		$545 Buy
+19
New +$572 ﹤0.01% 384

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

First Personal Financial Services's BAM Position: Q1 2023 in Review

First Personal Financial Services sold out of Brookfield Asset Management (BAM) in Q1 2023, closing a stake of 19 shares — an estimated $545 sold.

First Personal Financial Services first reported a position in BAM in Q4 2022 and held it in 1 quarter. The position peaked at $545 in Q4 2022. 458 funds tracked by Wall St. Rank hold BAM as of Q1 2023.

  • First Personal Financial Services reported no remaining Brookfield Asset Management position as of Q1 2023 after selling out during the quarter.
  • First Personal Financial Services sold 19 Brookfield Asset Management shares in Q1 2023, an estimated $545.
  • First Personal Financial Services first reported a position in Brookfield Asset Management in Q4 2022 and held it in 1 quarter.
  • First Personal Financial Services's Brookfield Asset Management position peaked at $545 in Q4 2022.
  • 458 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.