LP
BNT

LMR Partners’s Brookfield Wealth Solutions BNT Stock Holding History

LMR 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
2022
Q4 		– Sell
-18,282
Closed -$498K – 1301
2022
Q3 		$498K Hold
18,282
– – 0.01% 861
2022
Q2 		$543K Buy
+18,282
New +$607K 0.01% 892

Other funds holding BNT

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Principal Financial Group
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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
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LMR Partners's BNT Position: Q4 2022 in Review

LMR Partners sold out of Brookfield Wealth Solutions (BNT) in Q4 2022, closing a stake of 18,282 shares — an estimated $498K sold.

LMR Partners first reported a position in BNT in Q2 2022 and held it in 2 quarters. The position peaked at $543K in Q2 2022. 110 funds tracked by Wall St. Rank hold BNT as of Q4 2022.

  • LMR Partners reported no remaining Brookfield Wealth Solutions position as of Q4 2022 after selling out during the quarter.
  • LMR Partners sold 18,282 Brookfield Wealth Solutions shares in Q4 2022, an estimated $498K.
  • LMR Partners first reported a position in Brookfield Wealth Solutions in Q2 2022 and held it in 2 quarters.
  • LMR Partners's Brookfield Wealth Solutions position peaked at $543K in Q2 2022.
  • 110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2022.

Based on LMR Partners's 13F filing for Q4 2022, filed 14 Feb 2023.