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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-03-31 $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