WI
BNT

Wintrust Investments’s Brookfield Wealth Solutions BNT Stock Holding History

Wintrust Investments’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
-656
Closed -$23K – 518
2024
Q3 		$23K Buy
+656
New +$20.7K 0.02% 460
2024
Q1 		– Sell
-9,932
Closed -$267K – 485
2023
Q4 		$267K Sell
9,932
-750
-7% -$17K 0.03% 368
2023
Q3 		$224K Buy
10,682
+525
+5% +$11.9K 0.02% 371
2023
Q2 		$229K Buy
+10,157
New +$217K 0.02% 385

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Wintrust Investments's BNT Position: Q4 2024 in Review

Wintrust Investments sold out of Brookfield Wealth Solutions (BNT) in Q4 2024, closing a stake of 656 shares — an estimated $23K sold.

Wintrust Investments first reported a position in BNT in Q2 2023 and held it in 4 quarters. The position peaked at $267K in Q4 2023. 106 funds tracked by Wall St. Rank hold BNT as of Q4 2024.

  • Wintrust Investments reported no remaining Brookfield Wealth Solutions position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 656 Brookfield Wealth Solutions shares in Q4 2024, an estimated $23K.
  • Wintrust Investments first reported a position in Brookfield Wealth Solutions in Q2 2023 and held it in 4 quarters.
  • Wintrust Investments's Brookfield Wealth Solutions position peaked at $267K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.