Brookfield Asset Management shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 150k | 47.29 |
| 2024-06-30 | $4.9M | 129k | 38.05 |
| 2024-03-31 | $5.5M | 130k | 42.02 |
| 2023-12-31 | $5.0M | 124k | 40.17 |
| 2023-09-30 | $4.0M | 121k | 33.34 |
| 2023-06-30 | $3.0M | 92k | 32.63 |
| 2023-03-31 | $3.0M | 90k | 32.72 |