Dixon Mitchell Investment Counsel
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Dixon Mitchell Investment Counsel’s Brookfield Wealth Solutions BNT Stock Holding History

Dixon Mitchell Investment Counsel’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
Q2 		– Sell
-5
Closed -$126 – 216
2024
Q1 		$126 Buy
+5
New +$135 ﹤0.01% 183
2021
Q3 		– Sell
-7,239
Closed -$255K – 60
2021
Q2 		$255K Buy
+7,239
New +$275K 0.02% 56

Other funds holding BNT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Partners Value Investments
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dixon Mitchell Investment Counsel's BNT Position: Q2 2024 in Review

Dixon Mitchell Investment Counsel sold out of Brookfield Wealth Solutions (BNT) in Q2 2024, closing a stake of 5 shares — an estimated $126 sold.

Dixon Mitchell Investment Counsel first reported a position in BNT in Q2 2021 and held it in 2 quarters. The position peaked at $255K in Q2 2021. 100 funds tracked by Wall St. Rank hold BNT as of Q2 2024.

  • Dixon Mitchell Investment Counsel reported no remaining Brookfield Wealth Solutions position as of Q2 2024 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 5 Brookfield Wealth Solutions shares in Q2 2024, an estimated $126.
  • Dixon Mitchell Investment Counsel first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 2 quarters.
  • Dixon Mitchell Investment Counsel's Brookfield Wealth Solutions position peaked at $255K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2024.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2024, filed 12 Jul 2024.