TGAM
BNT

TBH Global Asset Management’s Brookfield Wealth Solutions BNT Stock Holding History

TBH Global Asset 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
2024
Q4 		– Sell
-17,390
Closed -$616K – 237
2024
Q3 		$616K Buy
+17,390
New +$549K 0.13% 136

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TBH Global Asset Management's BNT Position: Q4 2024 in Review

TBH Global Asset Management sold out of Brookfield Wealth Solutions (BNT) in Q4 2024, closing a stake of 17,390 shares — an estimated $616K sold.

TBH Global Asset Management first reported a position in BNT in Q3 2024 and held it in 1 quarter. The position peaked at $616K in Q3 2024. 106 funds tracked by Wall St. Rank hold BNT as of Q4 2024.

  • TBH Global Asset Management reported no remaining Brookfield Wealth Solutions position as of Q4 2024 after selling out during the quarter.
  • TBH Global Asset Management sold 17,390 Brookfield Wealth Solutions shares in Q4 2024, an estimated $616K.
  • TBH Global Asset Management first reported a position in Brookfield Wealth Solutions in Q3 2024 and held it in 1 quarter.
  • TBH Global Asset Management's Brookfield Wealth Solutions position peaked at $616K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2024.

Based on TBH Global Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.