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Nebula Research & Development’s Brookfield Asset Management BAM Stock Holding History

Nebula Research & Development’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
Q1 		– Sell
-43,758
Closed -$2.37M – 952
2024
Q4 		$2.37M Buy
43,758
+7,517
+21% +$406K 0.28% 79
2024
Q3 		$1.71M Buy
+36,241
New +$1.52M 0.21% 121

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Nebula Research & Development's BAM Position: Q1 2025 in Review

Nebula Research & Development sold out of Brookfield Asset Management (BAM) in Q1 2025, closing a stake of 43,758 shares — an estimated $2.37M sold.

Nebula Research & Development first reported a position in BAM in Q3 2024 and held it in 2 quarters. The position peaked at $2.37M in Q4 2024. 586 funds tracked by Wall St. Rank hold BAM as of Q1 2025.

  • Nebula Research & Development reported no remaining Brookfield Asset Management position as of Q1 2025 after selling out during the quarter.
  • Nebula Research & Development sold 43,758 Brookfield Asset Management shares in Q1 2025, an estimated $2.37M.
  • Nebula Research & Development first reported a position in Brookfield Asset Management in Q3 2024 and held it in 2 quarters.
  • Nebula Research & Development's Brookfield Asset Management position peaked at $2.37M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2025.

Based on Nebula Research & Development's 13F filing for Q1 2025, filed 15 May 2025.