Endurance Wealth Management’s Brighthouse Financial BHF Stock Holding History

Endurance Wealth Management’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 Q2	$1K	Hold	18	–	–	﹤0.01%	618
2023 Q1	$1K	Hold	18	–	–	﹤0.01%	617
2022 Q4	$1K	Hold	18	–	–	﹤0.01%	602
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	582
2022 Q2	$1K	Sell	18 -10	-36%	-$483	﹤0.01%	596
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	619
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	605
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	613
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	614
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	621
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	588
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	587
2020 Q2	$1K	Sell	28 -4	-13%	-$110	﹤0.01%	575
2020 Q1	$1K	Buy	32 +4	+14%	+$141	﹤0.01%	533
2019 Q4	$1K	Sell	28 -3	-10%	-$118	﹤0.01%	500
2019 Q3	$1K	Buy	31 +3	+11%	+$112	﹤0.01%	503
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	456
2019 Q1	$1K	Hold	28	–	–	﹤0.01%	459
2018 Q4	$1K	Hold	28	–	–	﹤0.01%	456
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	468
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	478
2018 Q1	$1K	Sell	28 -140	-83%	-$8.09K	﹤0.01%	500
2017 Q4	$10K	Buy	+168	New	+$9.94K	﹤0.01%	413

Other funds holding BHF

Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $552B AUM 44.19% 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 $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Endurance Wealth Management's BHF Position: Q2 2023 in Review

Endurance Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2023 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Endurance Wealth Management first reported a position in BHF in Q4 2017 and has held it in 23 quarters since. The position peaked at $10K in Q4 2017. 409 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

Endurance Wealth Management held 18 shares of Brighthouse Financial worth $1K as of Q2 2023.
Endurance Wealth Management left its Brighthouse Financial share count unchanged in Q2 2023.
Brighthouse Financial made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #618 holding.
Endurance Wealth Management first reported a position in Brighthouse Financial in Q4 2017 and has held it in 23 quarters since.
Endurance Wealth Management's Brighthouse Financial position peaked at $10K in Q4 2017.
409 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.