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Capital Performance Advisors’s Brighthouse Financial BHF Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-47
Closed -$2.12K – 474
2024
Q3 		$2.12K Buy
+47
New +$2.11K ﹤0.01% 1534

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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Capital Performance Advisors's BHF Position: Q4 2024 in Review

Capital Performance Advisors sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 47 shares — an estimated $2.12K sold.

Capital Performance Advisors first reported a position in BHF in Q3 2024 and held it in 1 quarter. The position peaked at $2.12K in Q3 2024. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

  • Capital Performance Advisors reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 47 Brighthouse Financial shares in Q4 2024, an estimated $2.12K.
  • Capital Performance Advisors first reported a position in Brighthouse Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Brighthouse Financial position peaked at $2.12K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.