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Brookfield Asset Management shares owned by Athena Capital Advisors

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by Athena Capital Advisors from 13F filings

Historical chart of Athena Capital Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brookfield Asset Management by Athena Capital Advisors

Quarter filed Position value Share count Share price at filing
2020-06-30 $1.0M 32k 32.91
2020-03-31 $991k 22k 44.24
2018-12-31 $92k 2.4k 38.33
2014-12-31 $607k 12k 50.17
2014-09-30 $544k 12k 44.96
2014-06-30 $533k 12k 44.05
2014-03-31 $760k 19k 40.86
2013-12-31 $722k 19k 38.82
2013-09-30 $696k 19k 37.42
2013-06-30 $321k 8.9k 36.07

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iShares Russell 3000 ETF Russell 3000 Etf (IWV)
Alphabet Inc., Class C Shares Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Progressive Corporation (PGR)
Alphabet Inc., Class A Shares Cap Stk Cl A (GOOGL)
Solaredge Technologies (SEDG)
Johnson & Johnson (JNJ)
Eaton Corp SHS (ETN)
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA)
Home Depot (HD)

View all positions for Athena Capital Advisors

Top funds holding Brookfield Asset Management

Wulff, Hansen & Co.
Lummis Asset Management
Huntington National Bank

View all funds holding Brookfield Asset Management