GoalVest Advisory’s Brookfield Wealth Solutions BNT Stock Holding History

GoalVest Advisory’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 Q2	$0	Buy	+5	New	+$190	﹤0.01%	243

Other funds holding BNT

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GoalVest Advisory's BNT Position: Q2 2021 in Review

GoalVest Advisory opened a new position in Brookfield Wealth Solutions (BNT) in Q2 2021: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings.

199 funds tracked by Wall St. Rank hold BNT as of Q2 2021.

GoalVest Advisory held 5 shares of Brookfield Wealth Solutions worth $0 as of Q2 2021.
Brookfield Wealth Solutions was a new GoalVest Advisory position in Q2 2021.
Brookfield Wealth Solutions made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2021, its #243 holding.
199 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.