POIA
BNT

Pin Oak Investment Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Pin Oak Investment Advisors’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
Q1 		– Sell
-36
Closed -$1K – 451
2022
Q4 		$1K Hold
36
– – ﹤0.01% 415
2022
Q3 		$1K Hold
36
– – ﹤0.01% 389
2022
Q2 		$1K Hold
36
– – ﹤0.01% 405
2022
Q1 		$1K Hold
36
– – ﹤0.01% 420
2021
Q4 		$2K Hold
36
– – ﹤0.01% 403
2021
Q3 		$1K Hold
36
– – ﹤0.01% 401
2021
Q2 		$1K Buy
+36
New +$1.37K ﹤0.01% 400

Other funds holding BNT

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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 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
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
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

Pin Oak Investment Advisors's BNT Position: Q1 2023 in Review

Pin Oak Investment Advisors sold out of Brookfield Wealth Solutions (BNT) in Q1 2023, closing a stake of 36 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in BNT in Q2 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 103 funds tracked by Wall St. Rank hold BNT as of Q1 2023.

  • Pin Oak Investment Advisors reported no remaining Brookfield Wealth Solutions position as of Q1 2023 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 36 Brookfield Wealth Solutions shares in Q1 2023, an estimated $1K.
  • Pin Oak Investment Advisors first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 7 quarters.
  • Pin Oak Investment Advisors's Brookfield Wealth Solutions position peaked at $2K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.