Sargent Bickham Lagudis’s Brookfield Wealth Solutions BNT Stock Holding History

Sargent Bickham Lagudis’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	$532	Sell	26 -12	-32%	-$319	﹤0.01%	988
2022 Q3	$1K	Sell	38 -7	-16%	-$224	﹤0.01%	957
2022 Q2	$1K	Sell	45 -21	-32%	-$698	﹤0.01%	1032
2022 Q1	$2K	Sell	66 -74	-53%	-$2.79K	﹤0.01%	904
2021 Q4	$6K	Sell	140 -55	-28%	-$2.21K	﹤0.01%	786
2021 Q3	$7K	Sell	195 -98	-33%	-$3.69K	﹤0.01%	779
2021 Q2	$10K	Buy	+293	New	+$11.1K	﹤0.01%	718

Other funds holding BNT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sargent Bickham Lagudis's BNT Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Brookfield Wealth Solutions (BNT) stake by 32% in Q4 2022, selling an estimated $319 and leaving 26 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Sargent Bickham Lagudis first reported a position in BNT in Q2 2021 and has held it in 7 quarters since. The position peaked at $10K in Q2 2021. 110 funds tracked by Wall St. Rank hold BNT as of Q4 2022.

Sargent Bickham Lagudis held 26 shares of Brookfield Wealth Solutions worth $532 as of Q4 2022.
Sargent Bickham Lagudis sold 12 Brookfield Wealth Solutions shares in Q4 2022, an estimated $319.
Brookfield Wealth Solutions made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #988 holding.
Sargent Bickham Lagudis first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 7 quarters since.
Sargent Bickham Lagudis's Brookfield Wealth Solutions position peaked at $10K in Q2 2021.
110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.