Wintrust Investments’s Brookfield Asset Management BAM Stock Holding History

Wintrust Investments’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 Q4	$32K	Buy	598 +36	+6%	+$1.94K	0.03%	312
2024 Q3	$26K	Sell	562 -5,290	-90%	-$222K	0.02%	429
2024 Q2	$223K	Hold	5,852	–	–	0.02%	435
2024 Q1	$246K	Sell	5,852 -75	-1%	-$3.03K	0.02%	411
2023 Q4	$238K	Buy	+5,927	New	+$200K	0.02%	391

Other funds holding BAM

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wintrust Investments's BAM Position: Q4 2024 in Review

Wintrust Investments increased its Brookfield Asset Management (BAM) stake by 6.4% in Q4 2024, buying an estimated $1.94K and bringing the position to 598 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #312.

Wintrust Investments first reported a position in BAM in Q4 2023 and has held it in 5 quarters since. The position peaked at $246K in Q1 2024. 571 funds tracked by Wall St. Rank hold BAM as of Q4 2024.

Wintrust Investments held 598 shares of Brookfield Asset Management worth $32K as of Q4 2024.
Wintrust Investments bought 36 Brookfield Asset Management shares in Q4 2024, an estimated $1.94K.
Brookfield Asset Management made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #312 holding.
Wintrust Investments first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 5 quarters since.
Wintrust Investments's Brookfield Asset Management position peaked at $246K in Q1 2024.
571 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.