HIIFS
BNT

Harel Insurance Investments & Financial Services’s Brookfield Wealth Solutions BNT Stock Holding History

Harel Insurance Investments & Financial 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
2024
Q3 		– Sell
-8
Closed – – 582
2024
Q2 		$0 Hold
8
– – ﹤0.01% 582
2024
Q1 		$0 Hold
8
– – ﹤0.01% 645
2023
Q4 		$0 Hold
8
– – ﹤0.01% 697
2023
Q3 		$0 Hold
8
– – ﹤0.01% 788
2023
Q2 		$0 Hold
8
– – ﹤0.01% 807
2023
Q1 		$0 Hold
8
– – ﹤0.01% 744
2022
Q4 		$0 Hold
8
– – ﹤0.01% 755
2022
Q3 		$0 Hold
8
– – ﹤0.01% 766
2022
Q2 		$0 Buy
+8
New +$266 ﹤0.01% 810

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BC
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Toronto Dominion Bank
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Principal Financial Group
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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
MBI
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TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BNT Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Brookfield Wealth Solutions (BNT) in Q3 2024, closing a stake of 8 shares.

Harel Insurance Investments & Financial Services first reported a position in BNT in Q2 2022 and held it in 9 quarters. The position peaked at $0 in Q2 2024. 103 funds tracked by Wall St. Rank hold BNT as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Brookfield Wealth Solutions position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 8 Brookfield Wealth Solutions shares in Q3 2024.
  • Harel Insurance Investments & Financial Services first reported a position in Brookfield Wealth Solutions in Q2 2022 and held it in 9 quarters.
  • Harel Insurance Investments & Financial Services's Brookfield Wealth Solutions position peaked at $0 in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.