CAI
BNT

Capital Advisors Inc’s Brookfield Wealth Solutions BNT Stock Holding History

Capital Advisors Inc’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
Q3 		– Sell
-6,026
Closed -$209K – 244
2021
Q2 		$209K Buy
+6,026
New +$229K 0.01% 230

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Capital Advisors Inc's BNT Position: Q3 2021 in Review

Capital Advisors Inc sold out of Brookfield Wealth Solutions (BNT) in Q3 2021, closing a stake of 6,026 shares — an estimated $209K sold.

Capital Advisors Inc first reported a position in BNT in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 164 funds tracked by Wall St. Rank hold BNT as of Q3 2021.

  • Capital Advisors Inc reported no remaining Brookfield Wealth Solutions position as of Q3 2021 after selling out during the quarter.
  • Capital Advisors Inc sold 6,026 Brookfield Wealth Solutions shares in Q3 2021, an estimated $209K.
  • Capital Advisors Inc first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 1 quarter.
  • Capital Advisors Inc's Brookfield Wealth Solutions position peaked at $209K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2021.

Based on Capital Advisors Inc's 13F filing for Q3 2021, filed 25 Oct 2021.