WCM Investment Management
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WCM Investment Management’s Brookfield Asset Management BAM Stock Holding History

WCM Investment 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
Q2 		– Sell
-20,128
Closed -$846K – 268
2024
Q1 		$846K Sell
20,128
-1,220
-6% -$49.3K ﹤0.01% 210
2023
Q4 		$861K Sell
21,348
-454
-2% -$15.3K ﹤0.01% 209
2023
Q3 		$727K Sell
21,802
-6,967
-24% -$235K ﹤0.01% 199
2023
Q2 		$939K Buy
28,769
+120
+0.4% +$3.86K ﹤0.01% 204
2023
Q1 		$937K Buy
28,649
+1,624
+6% +$52.7K ﹤0.01% 199
2022
Q4 		$775K Buy
+27,025
New +$813K ﹤0.01% 202

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

WCM Investment Management's BAM Position: Q2 2024 in Review

WCM Investment Management sold out of Brookfield Asset Management (BAM) in Q2 2024, closing a stake of 20,128 shares — an estimated $846K sold.

WCM Investment Management first reported a position in BAM in Q4 2022 and held it in 6 quarters. The position peaked at $939K in Q2 2023. 526 funds tracked by Wall St. Rank hold BAM as of Q2 2024.

  • WCM Investment Management reported no remaining Brookfield Asset Management position as of Q2 2024 after selling out during the quarter.
  • WCM Investment Management sold 20,128 Brookfield Asset Management shares in Q2 2024, an estimated $846K.
  • WCM Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 6 quarters.
  • WCM Investment Management's Brookfield Asset Management position peaked at $939K in Q2 2023.
  • 526 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2024.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.