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Grimes & Company’s Brookfield Asset Management BAM Stock Holding History

Grimes & Company’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
Q1 		– Sell
-3,742
Closed -$203K – 372
2024
Q4 		$203K Buy
+3,742
New +$202K 0.01% 369

Other funds holding BAM

BC
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
Capital World Investors
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Grimes & Company's BAM Position: Q1 2025 in Review

Grimes & Company sold out of Brookfield Asset Management (BAM) in Q1 2025, closing a stake of 3,742 shares — an estimated $203K sold.

Grimes & Company first reported a position in BAM in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 587 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

  • Grimes & Company reported no remaining Brookfield Asset Management position as of Q1 2025 after selling out during the quarter.
  • Grimes & Company sold 3,742 Brookfield Asset Management shares in Q1 2025, an estimated $203K.
  • Grimes & Company first reported a position in Brookfield Asset Management in Q4 2024 and held it in 1 quarter.
  • Grimes & Company's Brookfield Asset Management position peaked at $203K in Q4 2024.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on Grimes & Company's 13F filing for Q1 2025, filed 17 Apr 2025.