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Lugano Financial Advisors SA (LFA)’s Brookfield Asset Management BAM Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q4 		– Sell
-433
Closed -$19.6K – 176
2023
Q3 		$19.6K Hold
433
– – 0.02% 133
2023
Q2 		$18.7K Buy
+433
New +$13.9K 0.01% 152

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s BAM Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Brookfield Asset Management (BAM) in Q4 2023, closing a stake of 433 shares — an estimated $19.6K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BAM in Q2 2023 and held it in 2 quarters. The position peaked at $19.6K in Q3 2023. 475 funds tracked by Wall St. Rank hold BAM as of Q4 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining Brookfield Asset Management position as of Q4 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 433 Brookfield Asset Management shares in Q4 2023, an estimated $19.6K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Brookfield Asset Management in Q2 2023 and held it in 2 quarters.
  • Lugano Financial Advisors SA (LFA)'s Brookfield Asset Management position peaked at $19.6K in Q3 2023.
  • 475 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.