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

Madison 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
2023 Q3	$7.66M	Buy	229,898 +123	+0.1%	+$4.15K	1.61%	12
2023 Q2	$7.5M	Buy	229,775 +23,802	+12%	+$765K	1.52%	15
2023 Q1	$6.74M	Buy	205,973 +78,202	+61%	+$2.54M	1.46%	17
2022 Q4	$3.66M	Buy	+127,771	New	+$3.84M	0.84%	36

Other funds holding BAM

PVI

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Madison Wealth Management's BAM Position: Q3 2023 in Review

Madison Wealth Management increased its Brookfield Asset Management (BAM) stake by 0.05% in Q3 2023, buying an estimated $4.15K and bringing the position to 229,898 shares worth $7.66M. The position accounts for 1.61% of the portfolio, ranked #12.

Madison Wealth Management first reported a position in BAM in Q4 2022 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold BAM as of Q3 2023.

Madison Wealth Management held 229,898 shares of Brookfield Asset Management worth $7.66M as of Q3 2023.
Madison Wealth Management bought 123 Brookfield Asset Management shares in Q3 2023, an estimated $4.15K.
Brookfield Asset Management made up 1.61% of Madison Wealth Management's portfolio in Q3 2023, its #12 holding.
Madison Wealth Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 4 quarters since.
449 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.