CFA
BNT

Carroll Financial Associates’s Brookfield Wealth Solutions BNT Stock Holding History

Carroll Financial Associates’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
Q4 		$0 Hold
5
– – ﹤0.01% 1990
2021
Q3 		$0 Buy
+5
New +$188 ﹤0.01% 1979

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Carroll Financial Associates's BNT Position: Q4 2021 in Review

Carroll Financial Associates held its Brookfield Wealth Solutions (BNT) position steady in Q4 2021 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Carroll Financial Associates first reported a position in BNT in Q3 2021 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold BNT as of Q4 2021.

  • Carroll Financial Associates held 5 shares of Brookfield Wealth Solutions worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Brookfield Wealth Solutions share count unchanged in Q4 2021.
  • Brookfield Wealth Solutions made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1990 holding.
  • Carroll Financial Associates first reported a position in Brookfield Wealth Solutions in Q3 2021 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.