Homrich Berg »

Brookfield Asset Management shares owned by Homrich Berg

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by Homrich Berg from 13F filings

Historical chart of Homrich Berg investment in Brookfield Asset Management

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

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Quarterly reported holdings in Brookfield Asset Management by Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $519k 9.7k 53.48
2021-06-30 $495k 9.7k 51.00
2021-03-31 $432k 9.7k 44.51
2020-12-31 $401k 9.7k 41.32
2020-09-30 $301k 9.1k 33.03
2020-06-30 $393k 12k 32.87
2020-03-31 $278k 6.3k 44.25
2019-12-31 $472k 8.2k 57.78
2019-09-30 $248k 4.7k 53.03
2019-06-30 $223k 4.7k 47.68

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

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Top funds holding Brookfield Asset Management

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

View all funds holding Brookfield Asset Management