MVIP
BNT

Mar Vista Investment Partners’s Brookfield Wealth Solutions BNT Stock Holding History

Mar Vista Investment 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
2021
Q3 		– Sell
-525
Closed -$18K – 71
2021
Q2 		$18K Buy
+525
New +$20K ﹤0.01% 69

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Mar Vista Investment Partners's BNT Position: Q3 2021 in Review

Mar Vista Investment Partners sold out of Brookfield Wealth Solutions (BNT) in Q3 2021, closing a stake of 525 shares — an estimated $18K sold.

Mar Vista Investment Partners first reported a position in BNT in Q2 2021 and held it in 1 quarter. The position peaked at $18K in Q2 2021. 164 funds tracked by Wall St. Rank hold BNT as of Q3 2021.

  • Mar Vista Investment Partners reported no remaining Brookfield Wealth Solutions position as of Q3 2021 after selling out during the quarter.
  • Mar Vista Investment Partners sold 525 Brookfield Wealth Solutions shares in Q3 2021, an estimated $18K.
  • Mar Vista Investment Partners first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 1 quarter.
  • Mar Vista Investment Partners's Brookfield Wealth Solutions position peaked at $18K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2021.

Based on Mar Vista Investment Partners's 13F filing for Q3 2021, filed 15 Nov 2021.