HWA
BNT

HHM Wealth Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

HHM Wealth 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
2023
Q3 		– Sell
-3
Closed -$68 – 837
2023
Q2 		$68 Hold
3
– – ﹤0.01% 796
2023
Q1 		$66 Hold
3
– – ﹤0.01% 806
2022
Q4 		$63 Hold
3
– – ﹤0.01% 685
2022
Q3 		$0 Hold
3
– – ﹤0.01% 831
2022
Q2 		$0 Hold
3
– – ﹤0.01% 852
2022
Q1 		$0 Hold
3
– – ﹤0.01% 759
2021
Q4 		$0 Hold
3
– – ﹤0.01% 707
2021
Q3 		$0 Hold
3
– – ﹤0.01% 668
2021
Q2 		$0 Buy
+3
New +$114 ﹤0.01% 661

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

HHM Wealth Advisors's BNT Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Brookfield Wealth Solutions (BNT) in Q3 2023, closing a stake of 3 shares — an estimated $68 sold.

HHM Wealth Advisors first reported a position in BNT in Q2 2021 and held it in 9 quarters. The position peaked at $68 in Q2 2023. 98 funds tracked by Wall St. Rank hold BNT as of Q3 2023.

  • HHM Wealth Advisors reported no remaining Brookfield Wealth Solutions position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 3 Brookfield Wealth Solutions shares in Q3 2023, an estimated $68.
  • HHM Wealth Advisors first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 9 quarters.
  • HHM Wealth Advisors's Brookfield Wealth Solutions position peaked at $68 in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.