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Brookfield Asset Management shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brookfield Asset Management by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $436k 11k 40.17
2023-09-30 $362k 11k 33.34
2023-06-30 $623k 19k 32.63
2023-03-31 $628k 19k 32.72
2022-12-31 $5.2M 182k 28.67

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View all positions for Heritage Wealth Advisors

Top funds holding Brookfield Asset Management

Partners Value Investments
Royal Bank of Canada
TD Asset Management
Principal Financial Group
Vanguard Group
Bank Of Montreal
Beutel, Goodman & Company
Mackenzie Financial
Norges Bank Investment Management
Massachusetts Financial Services
Bank of Nova Scotia
Akre Capital Management
Davenport & Co
Goldman Sachs Group
Douglass Winthrop Advisors

View all funds holding Brookfield Asset Management