Credit Suisse’s Brookfield Wealth Solutions BNT Stock Holding History

Credit Suisse’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
2024 Q1	$412K	Sell	10,833 -2,597	-19%	-$69.9K	﹤0.01%	2720
2023 Q4	$475K	Sell	13,430 -1,371	-9%	-$31.1K	﹤0.01%	2750
2023 Q3	$419K	Sell	14,801 -733	-5%	-$16.6K	﹤0.01%	2773
2023 Q2	$464K	Buy	15,534 +3,135	+25%	+$67.1K	﹤0.01%	2819
2023 Q1	$366K	Buy	12,399 +1,005	+9%	+$22.7K	﹤0.01%	2914
2022 Q4	$322K	Sell	11,394 -155	-1%	-$4.12K	﹤0.01%	3001
2022 Q3	$314K	Buy	11,549 +2,474	+27%	+$79.3K	﹤0.01%	3062
2022 Q2	$269K	Buy	9,075 +301	+3%	+$10K	﹤0.01%	3212
2022 Q1	$335K	Buy	8,774 +644	+8%	+$24.3K	﹤0.01%	3173
2021 Q4	$339K	Sell	8,130 -3,012	-27%	-$121K	﹤0.01%	4066
2021 Q3	$413K	Sell	11,142 -14,831	-57%	-$559K	﹤0.01%	3929
2021 Q2	$987K	Buy	+25,973	New	+$988K	﹤0.01%	3392

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse's BNT Position: Q1 2024 in Review

Credit Suisse reduced its Brookfield Wealth Solutions (BNT) stake by 19% in Q1 2024, selling an estimated $69.9K and leaving 10,833 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Credit Suisse first reported a position in BNT in Q2 2021 and has held it in 12 quarters since. The position peaked at $987K in Q2 2021. 92 funds tracked by Wall St. Rank hold BNT as of Q1 2024.

Credit Suisse held 10,833 shares of Brookfield Wealth Solutions worth $412K as of Q1 2024.
Credit Suisse sold 2,597 Brookfield Wealth Solutions shares in Q1 2024, an estimated $69.9K.
Brookfield Wealth Solutions made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2720 holding.
Credit Suisse first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 12 quarters since.
Credit Suisse's Brookfield Wealth Solutions position peaked at $987K in Q2 2021.
92 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.