Western Pacific Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Western Pacific 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
2025 Q2	–	Sell	-97	Closed	-$4.7K	–	199
2025 Q1	$4.7K	Hold	97	–	–	﹤0.01%	173
2024 Q4	$5.26K	Hold	97	–	–	﹤0.01%	181
2024 Q3	$4.59K	Hold	97	–	–	﹤0.01%	223
2024 Q2	$3.69K	Hold	97	–	–	﹤0.01%	198
2024 Q1	$4.08K	Hold	97	–	–	﹤0.01%	219
2023 Q4	$3.9K	Hold	97	–	–	﹤0.01%	210
2023 Q3	$3.23K	Hold	97	–	–	﹤0.01%	237
2023 Q2	$3.17K	Hold	97	–	–	﹤0.01%	246
2023 Q1	$3.17K	Hold	97	–	–	﹤0.01%	253
2022 Q4	$2.78K	Buy	+97	New	+$2.92K	﹤0.01%	256

Other funds holding BAM

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

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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