Raymond James Financial Services Advisors’s Brookfield Asset Management BAM Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.55M	Buy	32,826 +556	+2%	+$23.3K	﹤0.01%	1883
2024 Q2	$1.23M	Buy	32,270 +164	+0.5%	+$6.45K	﹤0.01%	1959
2024 Q1	$1.35M	Sell	32,106 -77	-0.2%	-$3.11K	﹤0.01%	1881
2023 Q4	$1.29M	Sell	32,183 -1,675	-5%	-$56.6K	﹤0.01%	1834
2023 Q3	$1.13M	Sell	33,858 -6,699	-17%	-$226K	﹤0.01%	1833
2023 Q2	$1.32M	Buy	40,557 +102	+0.3%	+$3.28K	﹤0.01%	1771
2023 Q1	$1.32M	Sell	40,455 -12,673	-24%	-$412K	﹤0.01%	1732
2022 Q4	$1.52M	Buy	+53,128	New	+$1.6M	﹤0.01%	1596

Other funds holding BAM

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Raymond James Financial Services Advisors's BAM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Brookfield Asset Management (BAM) stake by 1.7% in Q3 2024, buying an estimated $23.3K and bringing the position to 32,826 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Raymond James Financial Services Advisors first reported a position in BAM in Q4 2022 and has held it in 8 quarters since. 549 funds tracked by Wall St. Rank hold BAM as of Q3 2024.

Raymond James Financial Services Advisors held 32,826 shares of Brookfield Asset Management worth $1.55M as of Q3 2024.
Raymond James Financial Services Advisors bought 556 Brookfield Asset Management shares in Q3 2024, an estimated $23.3K.
Brookfield Asset Management made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1883 holding.
Raymond James Financial Services Advisors first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 8 quarters since.
549 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.