TFA
BNT

Toth Financial Advisory’s Brookfield Wealth Solutions BNT Stock Holding History

Toth Financial Advisory’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
2023
Q4 		– Sell
-8
Closed -$158 – 806
2023
Q3 		$158 Hold
8
– – ﹤0.01% 743
2023
Q2 		$170 Hold
8
– – ﹤0.01% 757
2023
Q1 		$165 Hold
8
– – ﹤0.01% 794
2022
Q4 		$156 Hold
8
– – ﹤0.01% 699
2022
Q3 		$0 Hold
8
– – ﹤0.01% 814
2022
Q2 		$0 Hold
8
– – ﹤0.01% 785
2022
Q1 		$0 Hold
8
– – ﹤0.01% 821
2021
Q4 		$0 Hold
8
– – ﹤0.01% 828
2021
Q3 		$0 Hold
8
– – ﹤0.01% 807
2021
Q2 		$0 Buy
+8
New +$304 ﹤0.01% 752

Other funds holding BNT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Toth Financial Advisory's BNT Position: Q4 2023 in Review

Toth Financial Advisory sold out of Brookfield Wealth Solutions (BNT) in Q4 2023, closing a stake of 8 shares — an estimated $158 sold.

Toth Financial Advisory first reported a position in BNT in Q2 2021 and held it in 10 quarters. The position peaked at $170 in Q2 2023. 95 funds tracked by Wall St. Rank hold BNT as of Q4 2023.

  • Toth Financial Advisory reported no remaining Brookfield Wealth Solutions position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 8 Brookfield Wealth Solutions shares in Q4 2023, an estimated $158.
  • Toth Financial Advisory first reported a position in Brookfield Wealth Solutions in Q2 2021 and held it in 10 quarters.
  • Toth Financial Advisory's Brookfield Wealth Solutions position peaked at $170 in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.