BFG
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Bleakley Financial Group’s Better Home & Finance Holding BETR Stock Holding History

Bleakley Financial Group’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,239
Closed -$120K – 1031
2024
Q2 		$120K Hold
5,239
– – ﹤0.01% 945
2024
Q1 		$130K Hold
5,239
– – ﹤0.01% 921
2023
Q4 		$214K Hold
5,239
– – 0.01% 842
2023
Q3 		$125K Buy
+5,239
New +$4.01M ﹤0.01% 822

Other funds holding BETR

PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KDIA
KPCB DGF II Associates Menlo Park, California $78.6M AUM 104.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $775M AUM 2.43% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Bleakley Financial Group's BETR Position: Q3 2024 in Review

Bleakley Financial Group sold out of Better Home & Finance Holding (BETR) in Q3 2024, closing a stake of 5,239 shares — an estimated $120K sold.

Bleakley Financial Group first reported a position in BETR in Q3 2023 and held it in 4 quarters. The position peaked at $214K in Q4 2023. 23 funds tracked by Wall St. Rank hold BETR as of Q3 2024.

  • Bleakley Financial Group reported no remaining Better Home & Finance Holding position as of Q3 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 5,239 Better Home & Finance Holding shares in Q3 2024, an estimated $120K.
  • Bleakley Financial Group first reported a position in Better Home & Finance Holding in Q3 2023 and held it in 4 quarters.
  • Bleakley Financial Group's Better Home & Finance Holding position peaked at $214K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q3 2024.

Based on Bleakley Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.