Sargent Bickham Lagudis’s Brookfield Asset Management BAM Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$39K	Buy	+1,362	New	+$41K	﹤0.01%	486

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Sargent Bickham Lagudis's BAM Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Brookfield Asset Management (BAM) in Q4 2022: 1,362 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

441 funds tracked by Wall St. Rank hold BAM as of Q4 2022.

Sargent Bickham Lagudis held 1,362 shares of Brookfield Asset Management worth $39K as of Q4 2022.
Brookfield Asset Management was a new Sargent Bickham Lagudis position in Q4 2022.
Brookfield Asset Management made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #486 holding.
441 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.