Baystate Wealth Management’s Brighthouse Financial BHF Stock Holding History

Baystate 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
2023 Q4	$74.4K	Hold	1,405	–	–	0.01%	315
2023 Q3	$68.8K	Buy	1,405 +3	+0.2%	+$149	0.01%	294
2023 Q2	$66.4K	Hold	1,402	–	–	0.01%	304
2023 Q1	$61.8K	Hold	1,402	–	–	0.01%	311
2022 Q4	$72K	Hold	1,402	–	–	0.01%	288
2022 Q3	$61K	Sell	1,402 -9	-0.6%	-$410	0.01%	289
2022 Q2	$58K	Hold	1,411	–	–	0.01%	302
2022 Q1	$73K	Hold	1,411	–	–	0.01%	280
2021 Q4	$73K	Buy	1,411 +7	+0.5%	+$358	0.01%	276
2021 Q3	$64K	Hold	1,404	–	–	0.01%	266
2021 Q2	$64K	Hold	1,404	–	–	0.01%	251
2021 Q1	$62K	Buy	1,404 +1,400	+35,000%	+$57.5K	0.01%	240
2020 Q4	$0	Hold	4	–	–	﹤0.01%	685
2020 Q3	$0	Sell	4 -22	-85%	-$639	﹤0.01%	648
2020 Q2	$1K	Buy	26 +10	+63%	+$276	﹤0.01%	584
2020 Q1	$0	Hold	16	–	–	﹤0.01%	606
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	557
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	511
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	536
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	547
2018 Q4	$1K	Hold	16	–	–	﹤0.01%	552
2018 Q3	$1K	Sell	16 -6	-27%	-$253	﹤0.01%	568
2018 Q2	$1K	Buy	22 +6	+38%	+$289	﹤0.01%	587
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	546
2017 Q4	$1K	Buy	+16	New	+$947	﹤0.01%	550

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's BHF Position: Q4 2023 in Review

Baystate Wealth Management held its Brighthouse Financial (BHF) position steady in Q4 2023 at 1,405 shares worth $74.4K. The position accounts for 0.01% of the portfolio, ranked #315.

Baystate Wealth Management first reported a position in BHF in Q4 2017 and has held it in 25 quarters since. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

Baystate Wealth Management held 1,405 shares of Brighthouse Financial worth $74.4K as of Q4 2023.
Baystate Wealth Management left its Brighthouse Financial share count unchanged in Q4 2023.
Brighthouse Financial made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #315 holding.
Baystate Wealth Management first reported a position in Brighthouse Financial in Q4 2017 and has held it in 25 quarters since.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.