GWS
BNT

Glassman Wealth Services’s Brookfield Wealth Solutions BNT Stock Holding History

Glassman Wealth Services’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
Q3 		– Sell
-33
Closed -$1K – 1850
2021
Q2 		$1K Buy
+33
New +$1.25K ﹤0.01% 1404

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Glassman Wealth Services's BNT Position: Q3 2021 in Review

Glassman Wealth Services sold out of Brookfield Wealth Solutions (BNT) in Q3 2021, closing a stake of 33 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in BNT in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 164 funds tracked by Wall St. Rank hold BNT as of Q3 2021.

  • Glassman Wealth Services reported no remaining Brookfield Wealth Solutions position as of Q3 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 33 Brookfield Wealth Solutions shares in Q3 2021, an estimated $1K.
  • Glassman Wealth Services first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 1 quarter.
  • Glassman Wealth Services's Brookfield Wealth Solutions position peaked at $1K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.