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Brookfield Asset Management shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Brookfield Asset Management

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All positions including Brookfield Asset Management held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $108k 2.0k 54.19
2024-09-30 $94k 2.0k 47.29
2024-06-30 $76k 2.0k 38.05
2024-03-31 $100k 2.4k 42.02

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Top funds holding Brookfield Asset Management

Partners Value Investments
Capital World Investors
Royal Bank of Canada
FMR
Vanguard Group
TD Asset Management
Capital Research and Management Company - Division 3
Fil
Mackenzie Financial
Bank Of Montreal
Principal Financial Group
Massachusetts Financial Services
Norges Bank Investment Management
Connor, Clark & Lunn Investment Management
William Blair Investment Management

View all funds holding Brookfield Asset Management