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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

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Bank of Nova Scotia
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Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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.