MCI
BNT

McDonald Capital Investors’s Brookfield Wealth Solutions BNT Stock Holding History

McDonald Capital Investors’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
-32,781
Closed -$894K – 21
2022
Q3 		$894K Hold
32,781
– – 0.08% 19
2022
Q2 		$974K Buy
32,781
+9,787
+43% +$325K 0.08% 18
2022
Q1 		$877K Buy
22,994
+5,630
+32% +$212K 0.06% 18
2021
Q4 		$725K Sell
17,364
-1,602
-8% -$64.4K 0.05% 18
2021
Q3 		$703K Sell
18,966
-471
-2% -$17.8K 0.05% 18
2021
Q2 		$674K Buy
+19,437
New +$739K 0.05% 17

Other funds holding BNT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

McDonald Capital Investors's BNT Position: Q4 2022 in Review

McDonald Capital Investors sold out of Brookfield Wealth Solutions (BNT) in Q4 2022, closing a stake of 32,781 shares — an estimated $894K sold.

McDonald Capital Investors first reported a position in BNT in Q2 2021 and held it in 6 quarters. The position peaked at $974K in Q2 2022. 110 funds tracked by Wall St. Rank hold BNT as of Q4 2022.

  • McDonald Capital Investors reported no remaining Brookfield Wealth Solutions position as of Q4 2022 after selling out during the quarter.
  • McDonald Capital Investors sold 32,781 Brookfield Wealth Solutions shares in Q4 2022, an estimated $894K.
  • McDonald Capital Investors first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 6 quarters.
  • McDonald Capital Investors's Brookfield Wealth Solutions position peaked at $974K in Q2 2022.
  • 110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2022.

Based on McDonald Capital Investors's 13F filing for Q4 2022, filed 7 Feb 2023.