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Benjamin F. Edwards & Company’s Brighthouse Financial BHF Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$3K Buy
66
+59
+843% +$2.72K ﹤0.01% 1974
2024
Q1 		$0 Buy
7
+4
+133% +$199 ﹤0.01% 2119
2023
Q4 		$0 Hold
3
– – ﹤0.01% 2086
2023
Q3 		$0 Buy
+3
New +$149 ﹤0.01% 1743
2021
Q3 		– Sell
-259
Closed -$12K – 1702
2021
Q2 		$12K Hold
259
– – ﹤0.01% 1331
2021
Q1 		$11K Hold
259
– – ﹤0.01% 1324
2020
Q4 		$9K Sell
259
-200
-44% -$6.72K ﹤0.01% 1292
2020
Q3 		$12K Sell
459
-960
-68% -$27.9K ﹤0.01% 1223
2020
Q2 		$39K Hold
1,419
– – ﹤0.01% 929
2020
Q1 		$34K Hold
1,419
– – ﹤0.01% 931
2019
Q4 		$56K Buy
1,419
+200
+16% +$7.87K ﹤0.01% 944
2019
Q3 		$49K Buy
1,219
+351
+40% +$13.1K ﹤0.01% 935
2019
Q2 		$32K Sell
868
-86
-9% -$3.32K ﹤0.01% 1032
2019
Q1 		$35K Hold
954
– – ﹤0.01% 968
2018
Q4 		$29K Buy
954
+591
+163% +$23.1K ﹤0.01% 986
2018
Q3 		$16K Buy
363
+110
+43% +$4.63K ﹤0.01% 1154
2018
Q2 		$10K Sell
253
-104
-29% -$5K ﹤0.01% 1259
2018
Q1 		$18K Buy
357
+20
+6% +$1.16K ﹤0.01% 1094
2017
Q4 		$20K Sell
337
-48
-12% -$2.84K ﹤0.01% 1022
2017
Q3 		$23K Buy
+385
New +$22K ﹤0.01% 941

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin F. Edwards & Company's BHF Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Brighthouse Financial (BHF) stake by 843% in Q2 2024, buying an estimated $2.72K and bringing the position to 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Benjamin F. Edwards & Company first reported a position in BHF in Q3 2017 and has held it in 20 quarters since. The position peaked at $56K in Q4 2019. 429 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • Benjamin F. Edwards & Company held 66 shares of Brighthouse Financial worth $3K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 59 Brighthouse Financial shares in Q2 2024, an estimated $2.72K.
  • Brighthouse Financial made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1974 holding.
  • Benjamin F. Edwards & Company first reported a position in Brighthouse Financial in Q3 2017 and has held it in 20 quarters since.
  • Benjamin F. Edwards & Company's Brighthouse Financial position peaked at $56K in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.