Brookfield Asset Management shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Brookfield Asset Management
Tip: Access up to 7 years of quarterly data
All positions including Brookfield Asset Management held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brookfield Asset Management by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 4.8k | 56.94 |
| 2025-06-30 | $308k | 5.6k | 55.25 |
| 2025-03-31 | $268k | 5.5k | 48.44 |
| 2024-12-31 | $316k | 5.8k | 54.19 |
| 2024-09-30 | $289k | 6.1k | 47.31 |
| 2024-06-30 | $232k | 6.1k | 38.05 |
| 2023-09-30 | $50k | 1.5k | 33.34 |
| 2023-06-30 | $87k | 2.7k | 32.63 |
| 2023-03-31 | $78k | 2.4k | 32.72 |
| 2022-12-31 | $71k | 2.5k | 28.67 |
More positions owned by Cary Street Partner Investment Advisory
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