Bartlett & Co Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

Bartlett & Co Wealth 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
2022 Q2	–	Sell	-27	Closed	-$1.03K	–	1327
2022 Q1	$1.03K	Buy	+27	New	+$1.02K	﹤0.01%	1021
2021 Q4	–	Sell	-68	Closed	-$2.5K	–	912
2021 Q3	$2.5K	Sell	68 -1	-1%	-$38	﹤0.01%	843
2021 Q2	$2.39K	Buy	+69	New	+$2.62K	﹤0.01%	830

Other funds holding BNT

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

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

MIM

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return

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

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

CAC

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

Bartlett & Co Wealth Management's BNT Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Brookfield Wealth Solutions (BNT) in Q2 2022, closing a stake of 27 shares — an estimated $1.03K sold.

Bartlett & Co Wealth Management first reported a position in BNT in Q2 2021 and held it in 3 quarters. The position peaked at $2.5K in Q3 2021. 137 funds tracked by Wall St. Rank hold BNT as of Q2 2022.

Bartlett & Co Wealth Management reported no remaining Brookfield Wealth Solutions position as of Q2 2022 after selling out during the quarter.
Bartlett & Co Wealth Management sold 27 Brookfield Wealth Solutions shares in Q2 2022, an estimated $1.03K.
Bartlett & Co Wealth Management first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 3 quarters.
Bartlett & Co Wealth Management's Brookfield Wealth Solutions position peaked at $2.5K in Q3 2021.
137 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.