WCA
BNT

Waratah Capital Advisors’s Brookfield Wealth Solutions BNT Stock Holding History

Waratah Capital Advisors’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
-422,426
Closed -$12.5M – 224
2022
Q2 		$12.5M Buy
422,426
+9,977
+2% +$332K 0.66% 65
2022
Q1 		$15.7M Buy
412,449
+8,712
+2% +$328K 0.73% 67
2021
Q4 		$16.9M Buy
403,737
+179,566
+80% +$7.21M 0.78% 51
2021
Q3 		$8.28M Buy
224,171
+104,610
+87% +$3.94M 0.42% 85
2021
Q2 		$4.21M Buy
+119,561
New +$4.55M 0.24% 103

Other funds holding BNT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $10.3B 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 $134B AUM 35.51% 1-Year Est. Return
CAC
Cowen and Company New York $2.9B AUM 105.26% 1-Year Est. Return
AGM
Alpine Global Management New York $658M 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