Herold Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Herold Advisors’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 Q4	–	Sell	-582	Closed	-$21K	–	672
2021 Q3	$21K	Buy	+582	New	+$21.9K	0.01%	512

Other funds holding BNT

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGM

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

Herold Advisors's BNT Position: Q4 2021 in Review

Herold Advisors sold out of Brookfield Wealth Solutions (BNT) in Q4 2021, closing a stake of 582 shares — an estimated $21K sold.

Herold Advisors first reported a position in BNT in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 157 funds tracked by Wall St. Rank hold BNT as of Q4 2021.

Herold Advisors reported no remaining Brookfield Wealth Solutions position as of Q4 2021 after selling out during the quarter.
Herold Advisors sold 582 Brookfield Wealth Solutions shares in Q4 2021, an estimated $21K.
Herold Advisors first reported a position in Brookfield Wealth Solutions in Q3 2021 and held it in 1 quarter.
Herold Advisors's Brookfield Wealth Solutions position peaked at $21K in Q3 2021.
157 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.