Powell Investment Advisors »

Brookfield Asset Management shares owned by Powell Investment Advisors

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

Historical chart of Powell Investment Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brookfield Asset Management by Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 6.0k 42.02
2023-12-31 $239k 6.0k 40.17
2023-03-31 $215k 6.6k 32.72

More positions owned by Powell Investment Advisors

Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Amazon (AMZN)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Powell Investment Advisors

Top funds holding Brookfield Asset Management

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

View all funds holding Brookfield Asset Management