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Brookfield Asset Management shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Carolina 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 Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.3k 47 48.45
2024-12-31 $2.5k 47 54.19
2024-09-30 $2.2k 47 47.30

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Top funds holding Brookfield Asset Management

Brookfield Asset Management
Partners Value Investments
Royal Bank of Canada
FMR
Vanguard Group
Capital Research and Management Company - Division 3
TD Asset Management
Capital World Investors
Fil
Bank Of Montreal
Mackenzie Financial
Principal Financial Group
BlackRock
Manufacturers Life Insurance Company
Massachusetts Financial Services

View all funds holding Brookfield Asset Management