IA
BNT

IFP Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

IFP 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
Q4 		– Sell
-90
Closed -$1.89K – 3381
2023
Q3 		$1.89K Sell
90
-20
-18% -$453 ﹤0.01% 2854
2023
Q2 		$2.47K Sell
110
-15
-12% -$321 ﹤0.01% 2809
2023
Q1 		$2.82K Sell
125
-124
-50% -$2.8K ﹤0.01% 2782
2022
Q4 		$30K Buy
249
+124
+99% +$3.3K ﹤0.01% 2605
2022
Q3 		$15K Hold
125
– – ﹤0.01% 3356
2022
Q2 		$15K Hold
125
– – ﹤0.01% 3113
2022
Q1 		$15K Hold
125
– – ﹤0.01% 3113
2021
Q4 		$15K Sell
125
-1
-0.8% -$40 ﹤0.01% 2083
2021
Q3 		$16K Sell
126
-5
-4% -$188 ﹤0.01% 2098
2021
Q2 		$4K Buy
+131
New +$4.98K ﹤0.01% 2581

Other funds holding BNT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 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

IFP Advisors's BNT Position: Q4 2023 in Review

IFP Advisors sold out of Brookfield Wealth Solutions (BNT) in Q4 2023, closing a stake of 90 shares — an estimated $1.89K sold.

IFP Advisors first reported a position in BNT in Q2 2021 and held it in 10 quarters. The position peaked at $30K in Q4 2022. 95 funds tracked by Wall St. Rank hold BNT as of Q4 2023.

  • IFP Advisors reported no remaining Brookfield Wealth Solutions position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 90 Brookfield Wealth Solutions shares in Q4 2023, an estimated $1.89K.
  • IFP Advisors first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 10 quarters.
  • IFP Advisors's Brookfield Wealth Solutions position peaked at $30K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.