RJA
BNT

Raymond James & Associates’s Brookfield Wealth Solutions BNT Stock Holding History

Raymond James & Associates’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
-10,014
Closed -$339K – 4279
2021
Q2 		$339K Buy
+10,014
New +$381K ﹤0.01% 3349

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Vanguard Group
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Principal Financial Group
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NM
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BAMCO Inc
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's BNT Position: Q3 2021 in Review

Raymond James & Associates sold out of Brookfield Wealth Solutions (BNT) in Q3 2021, closing a stake of 10,014 shares — an estimated $339K sold.

Raymond James & Associates first reported a position in BNT in Q2 2021 and held it in 1 quarter. The position peaked at $339K in Q2 2021. 164 funds tracked by Wall St. Rank hold BNT as of Q3 2021.

  • Raymond James & Associates reported no remaining Brookfield Wealth Solutions position as of Q3 2021 after selling out during the quarter.
  • Raymond James & Associates sold 10,014 Brookfield Wealth Solutions shares in Q3 2021, an estimated $339K.
  • Raymond James & Associates first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 1 quarter.
  • Raymond James & Associates's Brookfield Wealth Solutions position peaked at $339K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2021.

Based on Raymond James & Associates's 13F filing for Q3 2021, filed 2 Nov 2021.