NFG
BNT

Next Financial Group’s Brookfield Wealth Solutions BNT Stock Holding History

Next Financial Group’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
Q4 		$3K Sell
66
-8
-11% -$321 ﹤0.01% 2571
2021
Q3 		$3K Buy
74
+8
+12% +$302 ﹤0.01% 2422
2021
Q2 		$2K Buy
+66
New +$2.51K ﹤0.01% 2460

Other funds holding BNT

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIM
Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Next Financial Group's BNT Position: Q4 2021 in Review

Next Financial Group reduced its Brookfield Wealth Solutions (BNT) stake by 11% in Q4 2021, selling an estimated $321 and leaving 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Next Financial Group first reported a position in BNT in Q2 2021 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold BNT as of Q4 2021.

  • Next Financial Group held 66 shares of Brookfield Wealth Solutions worth $3K as of Q4 2021.
  • Next Financial Group sold 8 Brookfield Wealth Solutions shares in Q4 2021, an estimated $321.
  • Brookfield Wealth Solutions made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2571 holding.
  • Next Financial Group first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.