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Pittenger & Anderson Inc’s Brookfield Asset Management BAM Stock Holding History

Pittenger & Anderson Inc’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
Q4 		– Sell
-125
Closed -$4.17K – 432
2023
Q3 		$4.17K Hold
125
– – ﹤0.01% 382
2023
Q2 		$4.08K Hold
125
– – ﹤0.01% 409
2023
Q1 		$4.09K Hold
125
– – ﹤0.01% 396
2022
Q4 		$3.58K Buy
+125
New +$3.76K ﹤0.01% 396

Other funds holding BAM

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pittenger & Anderson Inc's BAM Position: Q4 2023 in Review

Pittenger & Anderson Inc sold out of Brookfield Asset Management (BAM) in Q4 2023, closing a stake of 125 shares — an estimated $4.17K sold.

Pittenger & Anderson Inc first reported a position in BAM in Q4 2022 and held it in 4 quarters. The position peaked at $4.17K in Q3 2023. 475 funds tracked by Wall St. Rank hold BAM as of Q4 2023.

  • Pittenger & Anderson Inc reported no remaining Brookfield Asset Management position as of Q4 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 125 Brookfield Asset Management shares in Q4 2023, an estimated $4.17K.
  • Pittenger & Anderson Inc first reported a position in Brookfield Asset Management in Q4 2022 and held it in 4 quarters.
  • Pittenger & Anderson Inc's Brookfield Asset Management position peaked at $4.17K in Q3 2023.
  • 475 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2023, filed 2 Feb 2024.