CM
BNT

Cercano Management’s Brookfield Wealth Solutions BNT Stock Holding History

Cercano 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
2023
Q1 		– Sell
-44
Closed -$907 – 138
2022
Q4 		$907 Buy
+44
New +$1.17K ﹤0.01% 121

Other funds holding BNT

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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
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
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Cercano Management's BNT Position: Q1 2023 in Review

Cercano Management sold out of Brookfield Wealth Solutions (BNT) in Q1 2023, closing a stake of 44 shares — an estimated $907 sold.

Cercano Management first reported a position in BNT in Q4 2022 and held it in 1 quarter. The position peaked at $907 in Q4 2022. 103 funds tracked by Wall St. Rank hold BNT as of Q1 2023.

  • Cercano Management reported no remaining Brookfield Wealth Solutions position as of Q1 2023 after selling out during the quarter.
  • Cercano Management sold 44 Brookfield Wealth Solutions shares in Q1 2023, an estimated $907.
  • Cercano Management first reported a position in Brookfield Wealth Solutions in Q4 2022 and held it in 1 quarter.
  • Cercano Management's Brookfield Wealth Solutions position peaked at $907 in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2023.

Based on Cercano Management's 13F filing for Q1 2023, filed 12 May 2023.