Anchor Investment Management’s Brookfield Wealth Solutions BNT Stock Holding History

Anchor Investment 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
2023 Q1	–	Sell	-5	Closed	-$94	–	1013
2022 Q4	$94	Hold	5	–	–	﹤0.01%	944
2022 Q3	$123	Hold	5	–	–	﹤0.01%	969
2022 Q2	$134	Sell	5 -3	-38%	-$100	﹤0.01%	961
2022 Q1	$286	Sell	8 -31	-79%	-$1.17K	﹤0.01%	978
2021 Q4	$1.63K	Sell	39 -24	-38%	-$964	﹤0.01%	955
2021 Q3	$2.33K	Sell	63 -120	-66%	-$4.52K	﹤0.01%	841
2021 Q2	$6.35K	Buy	+183	New	+$6.96K	﹤0.01%	782

Other funds holding BNT

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Anchor Investment Management's BNT Position: Q1 2023 in Review

Anchor Investment Management sold out of Brookfield Wealth Solutions (BNT) in Q1 2023, closing a stake of 5 shares — an estimated $94 sold.

Anchor Investment Management first reported a position in BNT in Q2 2021 and held it in 7 quarters. The position peaked at $6.35K in Q2 2021. 103 funds tracked by Wall St. Rank hold BNT as of Q1 2023.

Anchor Investment Management reported no remaining Brookfield Wealth Solutions position as of Q1 2023 after selling out during the quarter.
Anchor Investment Management sold 5 Brookfield Wealth Solutions shares in Q1 2023, an estimated $94.
Anchor Investment Management first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 7 quarters.
Anchor Investment Management's Brookfield Wealth Solutions position peaked at $6.35K in Q2 2021.
103 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.