Zions Bancorporation’s Brookfield Asset Management BAM Stock Holding History

Zions Bancorporation’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	$9.97K	Hold	184	–	–	﹤0.01%	620
2024 Q3	$8.7K	Sell	184 -2	-1%	-$84	﹤0.01%	645
2024 Q2	$7.08K	Sell	186 -73	-28%	-$2.87K	﹤0.01%	720
2024 Q1	$10.9K	Hold	259	–	–	﹤0.01%	656
2023 Q4	$10.4K	Buy	259 +7	+3%	+$237	﹤0.01%	652
2023 Q3	$8.4K	Buy	252 +128	+103%	+$4.32K	﹤0.01%	655
2023 Q2	$4.05K	Hold	124	–	–	﹤0.01%	759
2023 Q1	$4.06K	Sell	124 -22	-15%	-$715	﹤0.01%	758
2022 Q4	$4.19K	Buy	+146	New	+$4.39K	﹤0.01%	882

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Zions Bancorporation's BAM Position: Q4 2024 in Review

Zions Bancorporation held its Brookfield Asset Management (BAM) position steady in Q4 2024 at 184 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Zions Bancorporation first reported a position in BAM in Q4 2022 and has held it in 9 quarters since. The position peaked at $10.9K in Q1 2024. 571 funds tracked by Wall St. Rank hold BAM as of Q4 2024.

Zions Bancorporation held 184 shares of Brookfield Asset Management worth $9.97K as of Q4 2024.
Zions Bancorporation left its Brookfield Asset Management share count unchanged in Q4 2024.
Brookfield Asset Management made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #620 holding.
Zions Bancorporation first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 9 quarters since.
Zions Bancorporation's Brookfield Asset Management position peaked at $10.9K in Q1 2024.
571 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.