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Mount Yale Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-59
Closed -$3.27K – 756
2025
Q2 		$3.27K Buy
+59
New +$3.17K ﹤0.01% 1277

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mount Yale Investment Advisors's BAM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Brookfield Asset Management (BAM) in Q3 2025, closing a stake of 59 shares — an estimated $3.27K sold.

Mount Yale Investment Advisors first reported a position in BAM in Q2 2025 and held it in 1 quarter. The position peaked at $3.27K in Q2 2025. 587 funds tracked by Wall St. Rank hold BAM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Brookfield Asset Management position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 59 Brookfield Asset Management shares in Q3 2025, an estimated $3.27K.
  • Mount Yale Investment Advisors first reported a position in Brookfield Asset Management in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Brookfield Asset Management position peaked at $3.27K in Q2 2025.
  • 587 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.