ACM
BNT

AKRE Capital Management’s Brookfield Wealth Solutions BNT Stock Holding History

AKRE Capital Management’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-134,883
Closed -$4.68M – 27
2021
Q2 		$4.68M Buy
+134,883
New +$5.13M 0.03% 24

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Principal Financial Group
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NM
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BAMCO Inc
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TD Asset Management
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CI Investments Inc
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WCA
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Morgan Stanley
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AKRE Capital Management's BNT Position: Q3 2021 in Review

AKRE Capital Management sold out of Brookfield Wealth Solutions (BNT) in Q3 2021, closing a stake of 134,883 shares — an estimated $4.68M sold.

AKRE Capital Management first reported a position in BNT in Q2 2021 and held it in 1 quarter. The position peaked at $4.68M in Q2 2021. 164 funds tracked by Wall St. Rank hold BNT as of Q3 2021.

  • AKRE Capital Management reported no remaining Brookfield Wealth Solutions position as of Q3 2021 after selling out during the quarter.
  • AKRE Capital Management sold 134,883 Brookfield Wealth Solutions shares in Q3 2021, an estimated $4.68M.
  • AKRE Capital Management first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 1 quarter.
  • AKRE Capital Management's Brookfield Wealth Solutions position peaked at $4.68M in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2021.

Based on AKRE Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.