Pathstone Family Office’s Brookfield Asset Management BAM Stock Holding History

Pathstone Family Office’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	$572K	Buy	+17,152	New	+$579K	﹤0.01%	976

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

Pathstone Family Office's BAM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Brookfield Asset Management (BAM) in Q3 2023: 17,152 shares worth $572K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings.

448 funds tracked by Wall St. Rank hold BAM as of Q3 2023.

Pathstone Family Office held 17,152 shares of Brookfield Asset Management worth $572K as of Q3 2023.
Brookfield Asset Management was a new Pathstone Family Office position in Q3 2023.
Brookfield Asset Management made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #976 holding.
448 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.