BWA
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BDO Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

BDO Wealth Advisors’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
Q2 		$2.23K Hold
47
– – ﹤0.01% 846
2023
Q1 		$2.07K Hold
47
– – ﹤0.01% 904
2022
Q4 		$2.41K Hold
47
– – ﹤0.01% 851
2022
Q3 		$2K Hold
47
– – ﹤0.01% 913
2022
Q2 		$2K Hold
47
– – ﹤0.01% 885
2022
Q1 		$2K Sell
47
-9
-16% -$480 ﹤0.01% 919
2021
Q4 		$3K Hold
56
– – ﹤0.01% 894
2021
Q3 		$3K Sell
56
-54
-49% -$2.43K ﹤0.01% 898
2021
Q2 		$5K Sell
110
-17
-13% -$799 ﹤0.01% 851
2021
Q1 		$6K Buy
127
+54
+74% +$2.22K ﹤0.01% 808
2020
Q4 		$3K Hold
73
– – ﹤0.01% 694
2020
Q3 		$2K Sell
73
-21
-22% -$610 ﹤0.01% 668
2020
Q2 		$3K Sell
94
-32
-25% -$882 ﹤0.01% 589
2020
Q1 		$3K Sell
126
-16
-11% -$566 ﹤0.01% 640
2019
Q4 		$6K Sell
142
-42
-23% -$1.65K ﹤0.01% 462
2019
Q3 		$7K Hold
184
– – ﹤0.01% 474
2019
Q2 		$7K Sell
184
-47
-20% -$1.82K ﹤0.01% 469
2019
Q1 		$8K Sell
231
-107
-32% -$4.01K ﹤0.01% 438
2018
Q4 		$10K Sell
338
-65
-16% -$2.54K ﹤0.01% 406
2018
Q3 		$18K Sell
403
-329
-45% -$13.9K 0.01% 389
2018
Q2 		$29K Sell
732
-56
-7% -$2.69K 0.01% 344
2018
Q1 		$40K Sell
788
-512
-39% -$29.6K 0.02% 268
2017
Q4 		$76K Sell
1,300
-32
-2% -$1.89K 0.03% 172
2017
Q3 		$81K Buy
+1,332
New +$76K 0.04% 149

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

BDO Wealth Advisors's BHF Position: Q2 2023 in Review

BDO Wealth Advisors held its Brighthouse Financial (BHF) position steady in Q2 2023 at 47 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

BDO Wealth Advisors first reported a position in BHF in Q3 2017 and has held it in 24 quarters since. The position peaked at $81K in Q3 2017. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • BDO Wealth Advisors held 47 shares of Brighthouse Financial worth $2.23K as of Q2 2023.
  • BDO Wealth Advisors left its Brighthouse Financial share count unchanged in Q2 2023.
  • Brighthouse Financial made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #846 holding.
  • BDO Wealth Advisors first reported a position in Brighthouse Financial in Q3 2017 and has held it in 24 quarters since.
  • BDO Wealth Advisors's Brighthouse Financial position peaked at $81K in Q3 2017.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.