KFS
BNT

Kelly Financial Services’s Brookfield Wealth Solutions BNT Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-2
Closed -$43 – 783
2024
Q2 		$43 Hold
2
– – ﹤0.01% 772
2024
Q1 		$43 Hold
2
– – ﹤0.01% 786
2023
Q4 		$41 Hold
2
– – ﹤0.01% 768
2023
Q3 		$32 Hold
2
– – ﹤0.01% 748
2023
Q2 		$34 Hold
2
– – ﹤0.01% 713
2023
Q1 		$33 Hold
2
– – ﹤0.01% 691
2022
Q4 		$32 Hold
2
– – ﹤0.01% 677
2022
Q3 		$41 Hold
2
– – ﹤0.01% 686
2022
Q2 		$45 Hold
2
– – ﹤0.01% 672
2022
Q1 		$57 Hold
2
– – ﹤0.01% 663
2021
Q4 		$63 Hold
2
– – ﹤0.01% 670
2021
Q3 		$56 Sell
2
-76
-97% -$2.86K ﹤0.01% 643
2021
Q2 		$1K Buy
+78
New +$2.97K ﹤0.01% 639

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kelly Financial Services's BNT Position: Q3 2024 in Review

Kelly Financial Services sold out of Brookfield Wealth Solutions (BNT) in Q3 2024, closing a stake of 2 shares — an estimated $43 sold.

Kelly Financial Services first reported a position in BNT in Q2 2021 and held it in 13 quarters. The position peaked at $1K in Q2 2021. 103 funds tracked by Wall St. Rank hold BNT as of Q3 2024.

  • Kelly Financial Services reported no remaining Brookfield Wealth Solutions position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 2 Brookfield Wealth Solutions shares in Q3 2024, an estimated $43.
  • Kelly Financial Services first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 13 quarters.
  • Kelly Financial Services's Brookfield Wealth Solutions position peaked at $1K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.