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 $74.2B AUM 0.68% 1-Year Est. Return

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

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

Fidelity Investments

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

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

TD Asset Management

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

Capital World Investors

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

Fidelity International

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

Bank of Montreal

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