Powell Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Powell Investment Advisors’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
2025 Q2	–	Sell	-5,780	Closed	-$280K	–	168
2025 Q1	$280K	Sell	5,780 -175	-3%	-$9.54K	0.14%	92
2024 Q4	$323K	Hold	5,955	–	–	0.15%	90
2024 Q3	$282K	Hold	5,955	–	–	0.13%	93
2024 Q2	$227K	Hold	5,955	–	–	0.12%	107
2024 Q1	$250K	Hold	5,955	–	–	0.13%	93
2023 Q4	$239K	Buy	+5,955	New	+$201K	0.13%	97
2023 Q2	–	Sell	-6,555	Closed	-$214K	–	133
2023 Q1	$214K	Buy	+6,555	New	+$213K	0.12%	94

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Powell Investment Advisors's BAM Position: Q2 2025 in Review

Powell Investment Advisors sold out of Brookfield Asset Management (BAM) in Q2 2025, closing a stake of 5,780 shares — an estimated $280K sold.

Powell Investment Advisors first reported a position in BAM in Q1 2023 and held it in 7 quarters. The position peaked at $323K in Q4 2024. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

Powell Investment Advisors reported no remaining Brookfield Asset Management position as of Q2 2025 after selling out during the quarter.
Powell Investment Advisors sold 5,780 Brookfield Asset Management shares in Q2 2025, an estimated $280K.
Powell Investment Advisors first reported a position in Brookfield Asset Management in Q1 2023 and held it in 7 quarters.
Powell Investment Advisors's Brookfield Asset Management position peaked at $323K in Q4 2024.
604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Powell Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.