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Mine & Arao Wealth Creation & Management’s Brookfield Asset Management BAM Stock Holding History

Mine & Arao Wealth Creation & 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 		– Sell
-106
Closed -$3.46K – 320
2023
Q2 		$3.46K Buy
+106
New +$3.41K ﹤0.01% 277

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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

Mine & Arao Wealth Creation & Management's BAM Position: Q3 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Brookfield Asset Management (BAM) in Q3 2023, closing a stake of 106 shares — an estimated $3.46K sold.

Mine & Arao Wealth Creation & Management first reported a position in BAM in Q2 2023 and held it in 1 quarter. The position peaked at $3.46K in Q2 2023. 448 funds tracked by Wall St. Rank hold BAM as of Q3 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Brookfield Asset Management position as of Q3 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 106 Brookfield Asset Management shares in Q3 2023, an estimated $3.46K.
  • Mine & Arao Wealth Creation & Management first reported a position in Brookfield Asset Management in Q2 2023 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Brookfield Asset Management position peaked at $3.46K in Q2 2023.
  • 448 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q3 2023, filed 16 Nov 2023.