UB
BNT

UMB Bank’s Brookfield Wealth Solutions BNT Stock Holding History

UMB Bank’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
Q3 		– Sell
-12
Closed – – 2001
2022
Q2 		$0 Hold
12
– – ﹤0.01% 2056
2022
Q1 		$0 Hold
12
– – ﹤0.01% 2092
2021
Q4 		$1K Buy
+12
New +$482 ﹤0.01% 1959

Other funds holding BNT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MIM
Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

UMB Bank's BNT Position: Q3 2022 in Review

UMB Bank sold out of Brookfield Wealth Solutions (BNT) in Q3 2022, closing a stake of 12 shares.

UMB Bank first reported a position in BNT in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 116 funds tracked by Wall St. Rank hold BNT as of Q3 2022.

  • UMB Bank reported no remaining Brookfield Wealth Solutions position as of Q3 2022 after selling out during the quarter.
  • UMB Bank sold 12 Brookfield Wealth Solutions shares in Q3 2022.
  • UMB Bank first reported a position in Brookfield Wealth Solutions in Q4 2021 and held it in 3 quarters.
  • UMB Bank's Brookfield Wealth Solutions position peaked at $1K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.