RE Dickinson Investment Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

RE Dickinson 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
2024 Q4	$3.3K	Hold	87	–	–	﹤0.01%	205
2024 Q3	$3.08K	Hold	87	–	–	﹤0.01%	200
2024 Q2	$2.41K	Hold	87	–	–	﹤0.01%	201
2024 Q1	$2K	Hold	87	–	–	﹤0.01%	202
2023 Q4	$2K	Hold	87	–	–	﹤0.01%	209
2023 Q3	$2K	Hold	87	–	–	﹤0.01%	241
2023 Q2	$2K	Hold	87	–	–	﹤0.01%	347
2023 Q1	$2K	Hold	87	–	–	﹤0.01%	373
2022 Q4	$2K	Buy	+87	New	+$2.31K	﹤0.01%	353
2022 Q3	–	Sell	-41	Closed	-$1K	–	298
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	282
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	266
2021 Q4	$2K	Buy	+41	New	+$1.65K	﹤0.01%	271

Other funds holding BNT

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

RE Dickinson Investment Advisors's BNT Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Brookfield Wealth Solutions (BNT) position steady in Q4 2024 at 87 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

RE Dickinson Investment Advisors first reported a position in BNT in Q4 2021 and has held it in 12 quarters since. 106 funds tracked by Wall St. Rank hold BNT as of Q4 2024.

RE Dickinson Investment Advisors held 87 shares of Brookfield Wealth Solutions worth $3.3K as of Q4 2024.
RE Dickinson Investment Advisors left its Brookfield Wealth Solutions share count unchanged in Q4 2024.
Brookfield Wealth Solutions made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #205 holding.
RE Dickinson Investment Advisors first reported a position in Brookfield Wealth Solutions in Q4 2021 and has held it in 12 quarters since.
106 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.