GHP Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

GHP Investment 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 Q3	–	Sell	-83	Closed	-$4.59K	–	948
2025 Q2	$4.59K	Hold	83	–	–	﹤0.01%	796
2025 Q1	$4.02K	Sell	83 -190	-70%	-$10.4K	﹤0.01%	796
2024 Q4	$14.8K	Buy	273 +190	+229%	+$10.3K	﹤0.01%	643
2024 Q3	$3.93K	Hold	83	–	–	﹤0.01%	829
2024 Q2	$3.16K	Hold	83	–	–	﹤0.01%	815
2024 Q1	$3.49K	Hold	83	–	–	﹤0.01%	728
2023 Q4	$3.33K	Hold	83	–	–	﹤0.01%	727
2023 Q3	$2.69K	Hold	83	–	–	﹤0.01%	829
2023 Q2	$2.92K	Hold	83	–	–	﹤0.01%	805
2023 Q1	$2.72K	Hold	83	–	–	﹤0.01%	808
2022 Q4	$2.38K	Buy	+83	New	+$2.5K	﹤0.01%	821

Other funds holding BAM

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GHP Investment Advisors's BAM Position: Q3 2025 in Review

GHP Investment Advisors sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 83 shares — an estimated $4.59K sold.

GHP Investment Advisors first reported a position in BAM in Q4 2022 and held it in 11 quarters. The position peaked at $14.8K in Q4 2024. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

GHP Investment Advisors reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
GHP Investment Advisors sold 83 Brookfield Asset Management shares in Q3 2025, an estimated $4.59K.
GHP Investment Advisors first reported a position in Brookfield Asset Management in Q4 2022 and held it in 11 quarters.
GHP Investment Advisors's Brookfield Asset Management position peaked at $14.8K in Q4 2024.
587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on GHP Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.