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Piershale Financial Group’s Brookfield Asset Management BAM Stock Holding History

Piershale Financial Group’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 		$1.01K Hold
31
– – ﹤0.01% 245
2023
Q1 		$1.01K Sell
31
-37
-54% -$1.2K ﹤0.01% 269
2022
Q4 		$1.95K Buy
+68
New +$2.05K ﹤0.01% 248

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 $204B AUM 27.99% 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 $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Piershale Financial Group's BAM Position: Q2 2023 in Review

Piershale Financial Group held its Brookfield Asset Management (BAM) position steady in Q2 2023 at 31 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Piershale Financial Group first reported a position in BAM in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.95K in Q4 2022. 453 funds tracked by Wall St. Rank hold BAM as of Q2 2023.

  • Piershale Financial Group held 31 shares of Brookfield Asset Management worth $1.01K as of Q2 2023.
  • Piershale Financial Group left its Brookfield Asset Management share count unchanged in Q2 2023.
  • Brookfield Asset Management made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #245 holding.
  • Piershale Financial Group first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Brookfield Asset Management position peaked at $1.95K in Q4 2022.
  • 453 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.