IWA
BNT

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

IBEX 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
2021
Q4 		– Sell
-2
Closed – – 436
2021
Q3 		$0 Buy
+2
New +$75 ﹤0.01% 449

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WCA
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CI Investments Inc
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AGM
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IBEX Wealth Advisors's BNT Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Brookfield Wealth Solutions (BNT) in Q4 2021, closing a stake of 2 shares.

IBEX Wealth Advisors first reported a position in BNT in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 157 funds tracked by Wall St. Rank hold BNT as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Brookfield Wealth Solutions position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2 Brookfield Wealth Solutions shares in Q4 2021.
  • IBEX Wealth Advisors first reported a position in Brookfield Wealth Solutions in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Brookfield Wealth Solutions position peaked at $0 in Q3 2021.
  • 157 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.