BDO Wealth Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

BDO Wealth Advisors’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 Q2	$102	Hold	5	–	–	﹤0.01%	967
2023 Q1	$99	Hold	5	–	–	﹤0.01%	1045
2022 Q4	$94	Hold	5	–	–	﹤0.01%	1002
2022 Q3	$0	Sell	5 -25	-83%	-$802	﹤0.01%	1152
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1023
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	1038
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	1070
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1035
2021 Q2	$1K	Buy	+30	New	+$1.14K	﹤0.01%	1086

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

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

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

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

MBI

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

BDO Wealth Advisors's BNT Position: Q2 2023 in Review

BDO Wealth Advisors held its Brookfield Wealth Solutions (BNT) position steady in Q2 2023 at 5 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #967.

BDO Wealth Advisors first reported a position in BNT in Q2 2021 and has held it in 9 quarters since. The position peaked at $1K in Q2 2022. 97 funds tracked by Wall St. Rank hold BNT as of Q2 2023.

BDO Wealth Advisors held 5 shares of Brookfield Wealth Solutions worth $102 as of Q2 2023.
BDO Wealth Advisors left its Brookfield Wealth Solutions share count unchanged in Q2 2023.
Brookfield Wealth Solutions made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #967 holding.
BDO Wealth Advisors first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 9 quarters since.
BDO Wealth Advisors's Brookfield Wealth Solutions position peaked at $1K in Q2 2022.
97 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.