Westfield Capital Management
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Westfield Capital Management’s Brookfield Asset Management BAM Stock Holding History

Westfield Capital 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
2023
Q1 		– Sell
-7,507
Closed -$215K – 226
2022
Q4 		$215K Buy
+7,507
New +$226K ﹤0.01% 225

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Principal Financial Group
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Bank of Montreal
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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Westfield Capital Management's BAM Position: Q1 2023 in Review

Westfield Capital Management sold out of Brookfield Asset Management (BAM) in Q1 2023, closing a stake of 7,507 shares — an estimated $215K sold.

Westfield Capital Management first reported a position in BAM in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 458 funds tracked by Wall St. Rank hold BAM as of Q1 2023.

  • Westfield Capital Management reported no remaining Brookfield Asset Management position as of Q1 2023 after selling out during the quarter.
  • Westfield Capital Management sold 7,507 Brookfield Asset Management shares in Q1 2023, an estimated $215K.
  • Westfield Capital Management first reported a position in Brookfield Asset Management in Q4 2022 and held it in 1 quarter.
  • Westfield Capital Management's Brookfield Asset Management position peaked at $215K in Q4 2022.
  • 458 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2023.

Based on Westfield Capital Management's 13F filing for Q1 2023, filed 12 May 2023.