Janiczek Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Janiczek Wealth Management’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 Q2	$1.45K	Hold	38	–	–	﹤0.01%	883
2024 Q1	$1.6K	Hold	38	–	–	﹤0.01%	882
2023 Q4	$1.53K	Hold	38	–	–	﹤0.01%	883
2023 Q3	$1.27K	Hold	38	–	–	﹤0.01%	887
2023 Q2	$1.24K	Hold	38	–	–	﹤0.01%	824
2023 Q1	$1.27K	Hold	38	–	–	﹤0.01%	818
2022 Q4	$1.18K	Buy	+38	New	+$1.14K	﹤0.01%	839

Other funds holding BAM

PVI

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

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Janiczek Wealth Management's BAM Position: Q2 2024 in Review

Janiczek Wealth Management held its Brookfield Asset Management (BAM) position steady in Q2 2024 at 38 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Janiczek Wealth Management first reported a position in BAM in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.6K in Q1 2024. 526 funds tracked by Wall St. Rank hold BAM as of Q2 2024.

Janiczek Wealth Management held 38 shares of Brookfield Asset Management worth $1.45K as of Q2 2024.
Janiczek Wealth Management left its Brookfield Asset Management share count unchanged in Q2 2024.
Brookfield Asset Management made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #883 holding.
Janiczek Wealth Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 7 quarters since.
Janiczek Wealth Management's Brookfield Asset Management position peaked at $1.6K in Q1 2024.
526 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.