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Laurel Wealth Advisors (North Carolina)’s Brookfield Asset Management BAM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-4
Closed -$153 – 703
2024
Q2 		$153 Buy
+4
New +$157 ﹤0.01% 634

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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
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

Laurel Wealth Advisors (North Carolina)'s BAM Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Brookfield Asset Management (BAM) in Q3 2024, closing a stake of 4 shares — an estimated $153 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BAM in Q2 2024 and held it in 1 quarter. The position peaked at $153 in Q2 2024. 549 funds tracked by Wall St. Rank hold BAM as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Brookfield Asset Management position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 4 Brookfield Asset Management shares in Q3 2024, an estimated $153.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Brookfield Asset Management in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Brookfield Asset Management position peaked at $153 in Q2 2024.
  • 549 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.