BDWM
BNT

Brewin Dolphin Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

Brewin Dolphin 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 		$0 Hold
8
– – ﹤0.01% 388
2022
Q1 		$0 Hold
8
– – ﹤0.01% 386
2021
Q4 		$0 Hold
8
– – ﹤0.01% 339
2021
Q3 		$278 Sell
8
-241
-97% -$9.08K ﹤0.01% 331
2021
Q2 		$8.63K Buy
+249
New +$9.47K ﹤0.01% 300

Other funds holding BNT

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
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
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CI Investments Inc
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

Brewin Dolphin Wealth Management's BNT Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Brookfield Wealth Solutions (BNT) position steady in Q2 2022 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Brewin Dolphin Wealth Management first reported a position in BNT in Q2 2021 and has held it in 5 quarters since. The position peaked at $8.63K in Q2 2021. 137 funds tracked by Wall St. Rank hold BNT as of Q2 2022.

  • Brewin Dolphin Wealth Management held 8 shares of Brookfield Wealth Solutions worth $0 as of Q2 2022.
  • Brewin Dolphin Wealth Management left its Brookfield Wealth Solutions share count unchanged in Q2 2022.
  • Brookfield Wealth Solutions made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #388 holding.
  • Brewin Dolphin Wealth Management first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 5 quarters since.
  • Brewin Dolphin Wealth Management's Brookfield Wealth Solutions position peaked at $8.63K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.