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FinTrust Capital Advisors’s Brighthouse Financial BHF Stock Holding History

FinTrust Capital Advisors’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
Q3 		$1.87M Buy
41,317
+9,386
+29% +$422K 0.32% 70
2024
Q2 		$1.38M Sell
31,931
-2,356
-7% -$109K 0.25% 78
2024
Q1 		$1.77M Buy
34,287
+2,897
+9% +$144K 0.34% 65
2023
Q4 		$1.66M Buy
31,390
+1,597
+5% +$79.3K 0.33% 66
2023
Q3 		$1.46M Sell
29,793
-16,186
-35% -$804K 0.32% 67
2023
Q2 		$2.31M Hold
45,979
– – 0.55% 33
2023
Q1 		$2.28M Hold
45,979
– – 0.55% 33
2022
Q4 		$2.36M Sell
45,979
-5,777
-11% -$302K 0.57% 32
2022
Q3 		$2.57M Sell
51,756
-663
-1% -$30.2K 0.66% 29
2022
Q2 		$2.17M Buy
52,419
+244
+0.5% +$11.8K 0.54% 38
2022
Q1 		$2.69M Sell
52,175
-589
-1% -$31.4K 0.62% 33
2021
Q4 		$2.73M Buy
52,764
+3,659
+7% +$187K 0.65% 34
2021
Q3 		$2.22M Buy
49,105
+705
+1% +$31.8K 0.59% 38
2021
Q2 		$2.19M Buy
48,400
+6,327
+15% +$297K 0.58% 42
2021
Q1 		$1.86M Buy
42,073
+6,062
+17% +$249K 0.54% 54
2020
Q4 		$1.3M Buy
+36,011
New +$1.21M 0.41% 63
2020
Q1 		– Sell
-1
Closed – – 1109
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1068
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1053
2019
Q2 		$0 Sell
1
-39
-98% -$1.51K ﹤0.01% 1068
2019
Q1 		$2K Sell
40
-1
-2% -$37 ﹤0.01% 1078
2018
Q4 		$1K Buy
+41
New +$1.6K ﹤0.01% 1181

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FinTrust Capital Advisors's BHF Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Brighthouse Financial (BHF) stake by 29% in Q3 2024, buying an estimated $422K and bringing the position to 41,317 shares worth $1.87M. The position accounts for 0.32% of the portfolio, ranked #70.

FinTrust Capital Advisors first reported a position in BHF in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.73M in Q4 2021. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • FinTrust Capital Advisors held 41,317 shares of Brighthouse Financial worth $1.87M as of Q3 2024.
  • FinTrust Capital Advisors bought 9,386 Brighthouse Financial shares in Q3 2024, an estimated $422K.
  • Brighthouse Financial made up 0.32% of FinTrust Capital Advisors's portfolio in Q3 2024, its #70 holding.
  • FinTrust Capital Advisors first reported a position in Brighthouse Financial in Q4 2018 and has held it in 21 quarters since.
  • FinTrust Capital Advisors's Brighthouse Financial position peaked at $2.73M in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.