GI
BNT

Gradient Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-6
Closed – – 1678
2022
Q3 		$0 Buy
+6
New +$192 ﹤0.01% 1567

Other funds holding BNT

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 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
AGM
Alpine Global Management New York $668M AUM 20.22% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gradient Investments's BNT Position: Q4 2022 in Review

Gradient Investments sold out of Brookfield Wealth Solutions (BNT) in Q4 2022, closing a stake of 6 shares.

Gradient Investments first reported a position in BNT in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 110 funds tracked by Wall St. Rank hold BNT as of Q4 2022.

  • Gradient Investments reported no remaining Brookfield Wealth Solutions position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 6 Brookfield Wealth Solutions shares in Q4 2022.
  • Gradient Investments first reported a position in Brookfield Wealth Solutions in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Brookfield Wealth Solutions position peaked at $0 in Q3 2022.
  • 110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.