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Brookfield Asset Management shares owned by Retirement Group

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by Retirement Group from 13F filings

Historical chart of Retirement Group investment in Brookfield Asset Management

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

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Quarterly reported holdings in Brookfield Asset Management by Retirement Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 25k 40.17
2023-09-30 $812k 24k 33.34
2023-06-30 $745k 23k 32.63
2023-03-31 $713k 22k 32.73
2022-12-31 $438k 15k 28.68
2022-09-30 $1.9M 46k 40.90
2022-06-30 $3.2M 73k 44.47
2022-03-31 $3.8M 67k 56.57
2021-12-31 $3.3M 55k 60.38
2021-09-30 $2.7M 51k 53.51
2021-06-30 $2.4M 48k 50.99
2021-03-31 $2.0M 44k 44.49
2020-12-31 $2.2M 53k 41.26
2020-09-30 $124k 5.2k 24.05
2020-06-30 $1.1M 34k 32.90
2019-12-31 $902k 16k 57.80

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View all positions for Retirement Group

Top funds holding Brookfield Asset Management

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

View all funds holding Brookfield Asset Management