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Golden State Equity Partners’s Brookfield Asset Management BAM Stock Holding History

Golden State Equity 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
Q4 		– Sell
-47
Closed -$2.22K – 482
2024
Q3 		$2.22K Buy
+47
New +$1.97K ﹤0.01% 795

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Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Golden State Equity Partners's BAM Position: Q4 2024 in Review

Golden State Equity Partners sold out of Brookfield Asset Management (BAM) in Q4 2024, closing a stake of 47 shares — an estimated $2.22K sold.

Golden State Equity Partners first reported a position in BAM in Q3 2024 and held it in 1 quarter. The position peaked at $2.22K in Q3 2024. 571 funds tracked by Wall St. Rank hold BAM as of Q4 2024.

  • Golden State Equity Partners reported no remaining Brookfield Asset Management position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 47 Brookfield Asset Management shares in Q4 2024, an estimated $2.22K.
  • Golden State Equity Partners first reported a position in Brookfield Asset Management in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Brookfield Asset Management position peaked at $2.22K in Q3 2024.
  • 571 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.