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Planned Solutions’s Brookfield Asset Management BAM Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-300
Closed -$14.2K – 158
2024
Q3 		$14.2K Buy
+300
New +$12.6K 0.01% 413
2024
Q1 		– Sell
-300
Closed -$12.1K – 131
2023
Q4 		$12.1K Buy
+300
New +$10.1K 0.01% 404

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Planned Solutions's BAM Position: Q4 2024 in Review

Planned Solutions sold out of Brookfield Asset Management (BAM) in Q4 2024, closing a stake of 300 shares — an estimated $14.2K sold.

Planned Solutions first reported a position in BAM in Q4 2023 and held it in 2 quarters. The position peaked at $14.2K in Q3 2024. 570 funds tracked by Wall St. Rank hold BAM as of Q4 2024.

  • Planned Solutions reported no remaining Brookfield Asset Management position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 300 Brookfield Asset Management shares in Q4 2024, an estimated $14.2K.
  • Planned Solutions first reported a position in Brookfield Asset Management in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Brookfield Asset Management position peaked at $14.2K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.