CCP
BNT

Carmel Capital Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-32
Closed -$661 – 739
2023
Q3 		$661 Sell
32
-6
-16% -$136 ﹤0.01% 695
2023
Q2 		$847 Hold
38
– – ﹤0.01% 396
2023
Q1 		$825 Buy
+38
New +$858 ﹤0.01% 440

Other funds holding BNT

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PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CI Investments Inc
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Carmel Capital Partners's BNT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Brookfield Wealth Solutions (BNT) in Q4 2023, closing a stake of 32 shares — an estimated $661 sold.

Carmel Capital Partners first reported a position in BNT in Q1 2023 and held it in 3 quarters. The position peaked at $847 in Q2 2023. 95 funds tracked by Wall St. Rank hold BNT as of Q4 2023.

  • Carmel Capital Partners reported no remaining Brookfield Wealth Solutions position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 32 Brookfield Wealth Solutions shares in Q4 2023, an estimated $661.
  • Carmel Capital Partners first reported a position in Brookfield Wealth Solutions in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Brookfield Wealth Solutions position peaked at $847 in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.