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Coppell Advisory Solutions’s Brighthouse Financial BHF Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-46
Closed -$2.21K – 483
2024
Q4 		$2.21K Hold
46
– – ﹤0.01% 1516
2024
Q3 		$2.05K Hold
46
– – ﹤0.01% 1440
2024
Q2 		$1.99K Buy
+46
New +$2.12K ﹤0.01% 1386
2023
Q4 		$2.43K Sell
46
-3
-6% -$149 ﹤0.01% 1254
2023
Q3 		$2.51K Hold
49
– – ﹤0.01% 820
2023
Q2 		$2.29K Buy
+49
New +$2.11K ﹤0.01% 997
2023
Q1 		– Sell
-49
Closed -$2.51K – 279
2022
Q4 		$2.51K Buy
+49
New +$2.56K ﹤0.01% 820

Other funds holding BHF

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's BHF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Brighthouse Financial (BHF) in Q1 2025, closing a stake of 46 shares — an estimated $2.21K sold.

Coppell Advisory Solutions first reported a position in BHF in Q4 2022 and held it in 7 quarters. The position peaked at $2.51K in Q3 2023. 438 funds tracked by Wall St. Rank hold BHF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Brighthouse Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 46 Brighthouse Financial shares in Q1 2025, an estimated $2.21K.
  • Coppell Advisory Solutions first reported a position in Brighthouse Financial in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Brighthouse Financial position peaked at $2.51K in Q3 2023.
  • 438 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.