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Pictet Asset Management (Switzerland)’s Brookfield Asset Management BAM Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$4.19M Buy
128,217
+4,760
+4% +$153K 0.01% 799
2023
Q1 		$4.04M Sell
123,457
-185
-0.1% -$6.01K 0.01% 822
2022
Q4 		$3.54M Buy
+123,642
New +$3.72M 0.01% 816

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s BAM Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Brookfield Asset Management (BAM) stake by 3.9% in Q2 2023, buying an estimated $153K and bringing the position to 128,217 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #799.

Pictet Asset Management (Switzerland) first reported a position in BAM in Q4 2022 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold BAM as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 128,217 shares of Brookfield Asset Management worth $4.19M as of Q2 2023.
  • Pictet Asset Management (Switzerland) bought 4,760 Brookfield Asset Management shares in Q2 2023, an estimated $153K.
  • Brookfield Asset Management made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #799 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.