Graves Light Lenhart Wealth’s Brookfield Wealth Solutions BNT Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-17	Closed	–	–	625
2022 Q2	$0	Hold	17	–	–	﹤0.01%	703
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	659
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	716
2021 Q3	$1K	Buy	+17	New	+$641	﹤0.01%	710

Other funds holding BNT

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

MIM

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

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

Graves Light Lenhart Wealth's BNT Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Brookfield Wealth Solutions (BNT) in Q3 2022, closing a stake of 17 shares.

Graves Light Lenhart Wealth first reported a position in BNT in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 116 funds tracked by Wall St. Rank hold BNT as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Brookfield Wealth Solutions position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 17 Brookfield Wealth Solutions shares in Q3 2022.
Graves Light Lenhart Wealth first reported a position in Brookfield Wealth Solutions in Q3 2021 and held it in 4 quarters.
Graves Light Lenhart Wealth's Brookfield Wealth Solutions position peaked at $1K in Q1 2022.
116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.