Cary Street Partners Investment Advisory’s Brighthouse Financial BHF Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-21	Closed	-$1.03K	–	749
2023 Q3	$1.03K	Buy	21 +2	+11%	+$99	﹤0.01%	1732
2023 Q2	$900	Hold	19	–	–	﹤0.01%	1661
2023 Q1	$838	Hold	19	–	–	﹤0.01%	1583
2022 Q4	$974	Buy	+19	New	+$993	﹤0.01%	1584
2020 Q4	–	Sell	-22	Closed	-$1K	–	401
2020 Q3	$1K	Buy	+22	New	+$639	﹤0.01%	936

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Cary Street Partners Investment Advisory's BHF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 21 shares — an estimated $1.03K sold.

Cary Street Partners Investment Advisory first reported a position in BHF in Q3 2020 and held it in 5 quarters. The position peaked at $1.03K in Q3 2023. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 21 Brighthouse Financial shares in Q4 2023, an estimated $1.03K.
Cary Street Partners Investment Advisory first reported a position in Brighthouse Financial in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Brighthouse Financial position peaked at $1.03K in Q3 2023.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.