Brookfield Asset Management shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Brookfield Asset Management
Tip: Access up to 7 years of quarterly data
All positions including Brookfield Asset Management held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Brookfield Asset Management by Balboa Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $615k | 15k | 40.17 |
2023-09-30 | $299k | 9.0k | 33.34 |