SWM
BNT

Sugarloaf Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

Sugarloaf Wealth Management’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
Q2 		– Sell
-3
Closed – – 844
2022
Q1 		$0 Hold
3
– – ﹤0.01% 771
2021
Q4 		$0 Hold
3
– – ﹤0.01% 787
2021
Q3 		$0 Hold
3
– – ﹤0.01% 811
2021
Q2 		$0 Buy
+3
New +$114 ﹤0.01% 792

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
MIM
Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Sugarloaf Wealth Management's BNT Position: Q2 2022 in Review

Sugarloaf Wealth Management sold out of Brookfield Wealth Solutions (BNT) in Q2 2022, closing a stake of 3 shares.

Sugarloaf Wealth Management first reported a position in BNT in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q1 2022. 137 funds tracked by Wall St. Rank hold BNT as of Q2 2022.

  • Sugarloaf Wealth Management reported no remaining Brookfield Wealth Solutions position as of Q2 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 3 Brookfield Wealth Solutions shares in Q2 2022.
  • Sugarloaf Wealth Management first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Brookfield Wealth Solutions position peaked at $0 in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.