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Gen-Wealth Partners’s Brookfield Asset Management BAM Stock Holding History

Gen-Wealth Partners’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
-57
Closed -$2.4K – 650
2024
Q1 		$2.4K Buy
+57
New +$2.3K ﹤0.01% 561

Other funds holding BAM

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gen-Wealth Partners's BAM Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Brookfield Asset Management (BAM) in Q2 2024, closing a stake of 57 shares — an estimated $2.4K sold.

Gen-Wealth Partners first reported a position in BAM in Q1 2024 and held it in 1 quarter. The position peaked at $2.4K in Q1 2024. 526 funds tracked by Wall St. Rank hold BAM as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Brookfield Asset Management position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 57 Brookfield Asset Management shares in Q2 2024, an estimated $2.4K.
  • Gen-Wealth Partners first reported a position in Brookfield Asset Management in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Brookfield Asset Management position peaked at $2.4K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.