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Global Wealth Management Investment Advisory’s Brookfield Asset Management BAM Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-1,031
Closed -$34.4K – 475
2023
Q3 		$34.4K Sell
1,031
-222
-18% -$7.49K 0.01% 213
2023
Q2 		$40.9K Buy
+1,253
New +$40.3K 0.01% 207

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
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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Global Wealth Management Investment Advisory's BAM Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Brookfield Asset Management (BAM) in Q4 2023, closing a stake of 1,031 shares — an estimated $34.4K sold.

Global Wealth Management Investment Advisory first reported a position in BAM in Q2 2023 and held it in 2 quarters. The position peaked at $40.9K in Q2 2023. 475 funds tracked by Wall St. Rank hold BAM as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Brookfield Asset Management position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,031 Brookfield Asset Management shares in Q4 2023, an estimated $34.4K.
  • Global Wealth Management Investment Advisory first reported a position in Brookfield Asset Management in Q2 2023 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Brookfield Asset Management position peaked at $40.9K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.