RJA
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Raymond James & Associates’s Brookfield Asset Management BAM Stock Holding History

Raymond James & Associates’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
Q3 		$9.04M Sell
191,164
-11,485
-6% -$481K 0.01% 1286
2024
Q2 		$7.71M Sell
202,649
-98,613
-33% -$3.88M 0.01% 1317
2024
Q1 		$12.7M Buy
301,262
+6,488
+2% +$262K 0.01% 1030
2023
Q4 		$11.8M Sell
294,774
-2,367
-0.8% -$80K 0.01% 1005
2023
Q3 		$9.91M Buy
297,141
+10,558
+4% +$356K 0.01% 1040
2023
Q2 		$9.35M Buy
286,583
+4,119
+1% +$132K 0.01% 1088
2023
Q1 		$9.24M Buy
282,464
+7,908
+3% +$257K 0.01% 1074
2022
Q4 		$7.87M Buy
+274,556
New +$8.26M 0.01% 1136

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
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
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