KPF
BNT

K2 Principal Fund’s Brookfield Wealth Solutions BNT Stock Holding History

K2 Principal Fund’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
Q3 		– Sell
-8,364
Closed -$290K – 374
2021
Q2 		$290K Buy
+8,364
New +$318K 0.02% 299

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Vanguard Group
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Principal Financial Group
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NM
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BAMCO Inc
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

K2 Principal Fund's BNT Position: Q3 2021 in Review

K2 Principal Fund sold out of Brookfield Wealth Solutions (BNT) in Q3 2021, closing a stake of 8,364 shares — an estimated $290K sold.

K2 Principal Fund first reported a position in BNT in Q2 2021 and held it in 1 quarter. The position peaked at $290K in Q2 2021. 164 funds tracked by Wall St. Rank hold BNT as of Q3 2021.

  • K2 Principal Fund reported no remaining Brookfield Wealth Solutions position as of Q3 2021 after selling out during the quarter.
  • K2 Principal Fund sold 8,364 Brookfield Wealth Solutions shares in Q3 2021, an estimated $290K.
  • K2 Principal Fund first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 1 quarter.
  • K2 Principal Fund's Brookfield Wealth Solutions position peaked at $290K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2021.

Based on K2 Principal Fund's 13F filing for Q3 2021, filed 12 Nov 2021.