LIM
BNT

Lagoda Investment Management’s Brookfield Wealth Solutions BNT Stock Holding History

Lagoda Investment Management’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
-110
Closed -$4K – 39
2021
Q3 		$4K Sell
110
-1
-0.9% -$38 ﹤0.01% 39
2021
Q2 		$4K Buy
+111
New +$4.22K ﹤0.01% 38

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WCA
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Morgan Stanley
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AGM
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Lagoda Investment Management's BNT Position: Q4 2021 in Review

Lagoda Investment Management sold out of Brookfield Wealth Solutions (BNT) in Q4 2021, closing a stake of 110 shares — an estimated $4K sold.

Lagoda Investment Management first reported a position in BNT in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 157 funds tracked by Wall St. Rank hold BNT as of Q4 2021.

  • Lagoda Investment Management reported no remaining Brookfield Wealth Solutions position as of Q4 2021 after selling out during the quarter.
  • Lagoda Investment Management sold 110 Brookfield Wealth Solutions shares in Q4 2021, an estimated $4K.
  • Lagoda Investment Management first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 2 quarters.
  • Lagoda Investment Management's Brookfield Wealth Solutions position peaked at $4K in Q3 2021.
  • 157 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2021.

Based on Lagoda Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.