KJHP
BNT

K.J. Harrison & Partners’s Brookfield Wealth Solutions BNT Stock Holding History

K.J. Harrison & Partners’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
-32,577
Closed -$733K – 215
2023
Q2 		$733K Sell
32,577
-30
-0.1% -$642 0.13% 147
2023
Q1 		$710K Buy
32,607
+300
+0.9% +$6.77K 0.14% 140
2022
Q4 		$912K Buy
+32,307
New +$859K 0.18% 130

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

K.J. Harrison & Partners's BNT Position: Q3 2023 in Review

K.J. Harrison & Partners sold out of Brookfield Wealth Solutions (BNT) in Q3 2023, closing a stake of 32,577 shares — an estimated $733K sold.

K.J. Harrison & Partners first reported a position in BNT in Q4 2022 and held it in 3 quarters. The position peaked at $912K in Q4 2022. 98 funds tracked by Wall St. Rank hold BNT as of Q3 2023.

  • K.J. Harrison & Partners reported no remaining Brookfield Wealth Solutions position as of Q3 2023 after selling out during the quarter.
  • K.J. Harrison & Partners sold 32,577 Brookfield Wealth Solutions shares in Q3 2023, an estimated $733K.
  • K.J. Harrison & Partners first reported a position in Brookfield Wealth Solutions in Q4 2022 and held it in 3 quarters.
  • K.J. Harrison & Partners's Brookfield Wealth Solutions position peaked at $912K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2023.

Based on K.J. Harrison & Partners's 13F filing for Q3 2023, filed 31 Oct 2023.