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DB Wealth Management Group’s Brighthouse Financial BHF Stock Holding History

DB Wealth Management Group’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 		$265 Hold
5
– – ﹤0.01% 366
2023
Q3 		$245 Hold
5
– – ﹤0.01% 365
2023
Q2 		$237 Hold
5
– – ﹤0.01% 357
2023
Q1 		$221 Hold
5
– – ﹤0.01% 354
2022
Q4 		$256 Buy
+5
New +$261 ﹤0.01% 348
2022
Q1 		– Sell
-5
Closed – – 319
2021
Q4 		$0 Hold
5
– – ﹤0.01% 354
2021
Q3 		$0 Hold
5
– – ﹤0.01% 345
2021
Q2 		$0 Hold
5
– – ﹤0.01% 347
2021
Q1 		$0 Hold
5
– – ﹤0.01% 366
2020
Q4 		$0 Buy
+5
New +$168 ﹤0.01% 356

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DB Wealth Management Group's BHF Position: Q4 2023 in Review

DB Wealth Management Group held its Brighthouse Financial (BHF) position steady in Q4 2023 at 5 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #366.

DB Wealth Management Group first reported a position in BHF in Q4 2020 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

  • DB Wealth Management Group held 5 shares of Brighthouse Financial worth $265 as of Q4 2023.
  • DB Wealth Management Group left its Brighthouse Financial share count unchanged in Q4 2023.
  • Brighthouse Financial made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #366 holding.
  • DB Wealth Management Group first reported a position in Brighthouse Financial in Q4 2020 and has held it in 10 quarters since.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.