AIA
BNT

Avalon Investment & Advisory’s Brookfield Wealth Solutions BNT Stock Holding History

Avalon Investment & Advisory’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
Q4 		– Sell
-11,060
Closed -$410K – 347
2021
Q3 		$410K Sell
11,060
-393
-3% -$14.8K 0.01% 290
2021
Q2 		$397K Buy
+11,453
New +$436K 0.01% 299

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MIM
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TD Asset Management
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Principal Financial Group
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WCA
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CI Investments Inc
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Morgan Stanley
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AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Avalon Investment & Advisory's BNT Position: Q4 2021 in Review

Avalon Investment & Advisory sold out of Brookfield Wealth Solutions (BNT) in Q4 2021, closing a stake of 11,060 shares — an estimated $410K sold.

Avalon Investment & Advisory first reported a position in BNT in Q2 2021 and held it in 2 quarters. The position peaked at $410K in Q3 2021. 157 funds tracked by Wall St. Rank hold BNT as of Q4 2021.

  • Avalon Investment & Advisory reported no remaining Brookfield Wealth Solutions position as of Q4 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 11,060 Brookfield Wealth Solutions shares in Q4 2021, an estimated $410K.
  • Avalon Investment & Advisory first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 2 quarters.
  • Avalon Investment & Advisory's Brookfield Wealth Solutions position peaked at $410K in Q3 2021.
  • 157 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2021.

Based on Avalon Investment & Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.