ZIG
BNT

Zullo Investment Group’s Brookfield Wealth Solutions BNT Stock Holding History

Zullo Investment Group’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
Q2 		– Sell
-47
Closed -$2K – 808
2022
Q1 		$2K Hold
47
– – ﹤0.01% 761
2021
Q4 		$2K Buy
+47
New +$1.89K ﹤0.01% 775

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MIM
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Principal Financial Group
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WCA
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Millennium Management
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TD Asset Management
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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AGM
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CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Zullo Investment Group's BNT Position: Q2 2022 in Review

Zullo Investment Group sold out of Brookfield Wealth Solutions (BNT) in Q2 2022, closing a stake of 47 shares — an estimated $2K sold.

Zullo Investment Group first reported a position in BNT in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 137 funds tracked by Wall St. Rank hold BNT as of Q2 2022.

  • Zullo Investment Group reported no remaining Brookfield Wealth Solutions position as of Q2 2022 after selling out during the quarter.
  • Zullo Investment Group sold 47 Brookfield Wealth Solutions shares in Q2 2022, an estimated $2K.
  • Zullo Investment Group first reported a position in Brookfield Wealth Solutions in Q4 2021 and held it in 2 quarters.
  • Zullo Investment Group's Brookfield Wealth Solutions position peaked at $2K in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2022.

Based on Zullo Investment Group's 13F filing for Q2 2022, filed 11 Aug 2022.