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HHM Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

HHM Wealth 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
2023
Q3 		– Sell
-118
Closed -$3.85K – 788
2023
Q2 		$3.85K Hold
118
– – ﹤0.01% 689
2023
Q1 		$3.86K Hold
118
– – ﹤0.01% 675
2022
Q4 		$3.38K Buy
+118
New +$3.55K ﹤0.01% 561

Other funds holding BAM

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HHM Wealth Advisors's BAM Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Brookfield Asset Management (BAM) in Q3 2023, closing a stake of 118 shares — an estimated $3.85K sold.

HHM Wealth Advisors first reported a position in BAM in Q4 2022 and held it in 3 quarters. The position peaked at $3.86K in Q1 2023. 448 funds tracked by Wall St. Rank hold BAM as of Q3 2023.

  • HHM Wealth Advisors reported no remaining Brookfield Asset Management position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 118 Brookfield Asset Management shares in Q3 2023, an estimated $3.85K.
  • HHM Wealth Advisors first reported a position in Brookfield Asset Management in Q4 2022 and held it in 3 quarters.
  • HHM Wealth Advisors's Brookfield Asset Management position peaked at $3.86K in Q1 2023.
  • 448 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.