Financial Perspectives’s Brighthouse Financial BHF Stock Holding History

Financial Perspectives’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 Q1	–	Sell	-5	Closed	-$265	–	676
2023 Q4	$265	Hold	5	–	–	﹤0.01%	670
2023 Q3	$245	Hold	5	–	–	﹤0.01%	678
2023 Q2	$237	Hold	5	–	–	﹤0.01%	660
2023 Q1	$221	Hold	5	–	–	﹤0.01%	658
2022 Q4	$256	Hold	5	–	–	﹤0.01%	658
2022 Q3	$217	Hold	5	–	–	﹤0.01%	676
2022 Q2	$205	Hold	5	–	–	﹤0.01%	674
2022 Q1	$258	Hold	5	–	–	﹤0.01%	673
2021 Q4	$259	Hold	5	–	–	﹤0.01%	639
2021 Q3	$226	Hold	5	–	–	﹤0.01%	634
2021 Q2	$228	Sell	5 -216	-98%	-$10.1K	﹤0.01%	647
2021 Q1	$5K	Buy	221 +216	+4,320%	+$8.87K	﹤0.01%	618
2020 Q4	$181	Hold	5	–	–	﹤0.01%	591
2020 Q3	$135	Hold	5	–	–	﹤0.01%	552
2020 Q2	$139	Hold	5	–	–	﹤0.01%	538
2020 Q1	$121	Hold	5	–	–	﹤0.01%	519
2019 Q4	$196	Buy	+5	New	+$197	﹤0.01%	505

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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Perspectives's BHF Position: Q1 2024 in Review

Financial Perspectives sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 5 shares — an estimated $265 sold.

Financial Perspectives first reported a position in BHF in Q4 2019 and held it in 17 quarters. The position peaked at $5K in Q1 2021. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

Financial Perspectives reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
Financial Perspectives sold 5 Brighthouse Financial shares in Q1 2024, an estimated $265.
Financial Perspectives first reported a position in Brighthouse Financial in Q4 2019 and held it in 17 quarters.
Financial Perspectives's Brighthouse Financial position peaked at $5K in Q1 2021.
427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.