Sugarloaf Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Sugarloaf Wealth Management’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 Q1	–	Sell	-88	Closed	-$3.54K	–	680
2023 Q4	$3.54K	Hold	88	–	–	﹤0.01%	568
2023 Q3	$2.93K	Hold	88	–	–	﹤0.01%	575
2023 Q2	$2.87K	Hold	88	–	–	﹤0.01%	593
2023 Q1	$2.88K	Hold	88	–	–	﹤0.01%	589
2022 Q4	$2.52K	Buy	+88	New	+$2.65K	﹤0.01%	649

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Sugarloaf Wealth Management's BAM Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Brookfield Asset Management (BAM) in Q1 2024, closing a stake of 88 shares — an estimated $3.54K sold.

Sugarloaf Wealth Management first reported a position in BAM in Q4 2022 and held it in 5 quarters. The position peaked at $3.54K in Q4 2023. 485 funds tracked by Wall St. Rank hold BAM as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Brookfield Asset Management position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 88 Brookfield Asset Management shares in Q1 2024, an estimated $3.54K.
Sugarloaf Wealth Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 5 quarters.
Sugarloaf Wealth Management's Brookfield Asset Management position peaked at $3.54K in Q4 2023.
485 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.