LFASL
BNT

Lugano Financial Advisors SA (LFA)’s Brookfield Wealth Solutions BNT Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q4 		– Sell
-17
Closed -$467 – 207
2023
Q3 		$467 Buy
+17
New +$385 ﹤0.01% 177

Other funds holding BNT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 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
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
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

Lugano Financial Advisors SA (LFA)'s BNT Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Brookfield Wealth Solutions (BNT) in Q4 2023, closing a stake of 17 shares — an estimated $467 sold.

Lugano Financial Advisors SA (LFA) first reported a position in BNT in Q3 2023 and held it in 1 quarter. The position peaked at $467 in Q3 2023. 95 funds tracked by Wall St. Rank hold BNT as of Q4 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining Brookfield Wealth Solutions position as of Q4 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 17 Brookfield Wealth Solutions shares in Q4 2023, an estimated $467.
  • Lugano Financial Advisors SA (LFA) first reported a position in Brookfield Wealth Solutions in Q3 2023 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s Brookfield Wealth Solutions position peaked at $467 in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.