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Brookfield Asset Management shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 494k 42.02
2023-09-30 $12M 364k 33.35
2023-06-30 $7.6M 234k 32.64
2023-03-31 $7.6M 234k 32.72
2022-12-31 $5.5M 192k 28.67

More positions owned by Envestnet Asset Management

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Ishares Tr Core Total Usd (IUSB)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Brookfield Asset Management

Partners Value Investments
FMR
Royal Bank of Canada
TD Asset Management
Fil
Mackenzie Financial
Principal Financial Group
Vanguard Group
Bank Of Montreal
Beutel, Goodman & Company
Massachusetts Financial Services
Goldman Sachs Group
Bank of Nova Scotia
Davenport & Co
CIBC Global Asset Management

View all funds holding Brookfield Asset Management