AWM
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Avior Wealth Management’s Brighthouse Financial BHF Stock Holding History

Avior Wealth Management’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23
Closed -$1.1K – 903
2024
Q4 		$1.1K Buy
23
+12
+109% +$586 ﹤0.01% 2194
2024
Q3 		$495 Hold
11
– – ﹤0.01% 2171
2024
Q2 		$476 Sell
11
-133
-92% -$6.13K ﹤0.01% 2126
2024
Q1 		$7.42K Buy
144
+139
+2,780% +$6.9K ﹤0.01% 1962
2023
Q4 		$264 Hold
5
– – ﹤0.01% 1461
2023
Q3 		$244 Hold
5
– – ﹤0.01% 1532
2023
Q2 		$236 Hold
5
– – ﹤0.01% 1500
2023
Q1 		$220 Hold
5
– – ﹤0.01% 1561
2022
Q4 		$256 Hold
5
– – ﹤0.01% 1207
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1157
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1068
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1104
2021
Q4 		$0 Sell
5
-5
-50% -$256 ﹤0.01% 1093
2021
Q3 		$0 Buy
+10
New +$451 ﹤0.01% 1055
2020
Q4 		– Sell
-19
Closed – – 973
2020
Q3 		$0 Buy
19
+1
+6% +$29 ﹤0.01% 922
2020
Q2 		$0 Hold
18
– – ﹤0.01% 896
2020
Q1 		$0 Buy
+18
New +$637 ﹤0.01% 774
2018
Q3 		– Sell
-9
Closed – – 730
2018
Q2 		$0 Buy
9
+8
+800% +$385 ﹤0.01% 781
2018
Q1 		$0 Sell
1
-4
-80% -$231 ﹤0.01% 789
2017
Q4 		$0 Buy
+5
New +$296 ﹤0.01% 789

Other funds holding BHF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's BHF Position: Q1 2025 in Review

Avior Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 23 shares — an estimated $1.1K sold.

Avior Wealth Management first reported a position in BHF in Q4 2017 and held it in 20 quarters. The position peaked at $7.42K in Q1 2024. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Avior Wealth Management reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 Brighthouse Financial shares in Q1 2025, an estimated $1.1K.
  • Avior Wealth Management first reported a position in Brighthouse Financial in Q4 2017 and held it in 20 quarters.
  • Avior Wealth Management's Brighthouse Financial position peaked at $7.42K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.