First Personal Financial Services’s Brighthouse Financial BHF Stock Holding History

First Personal Financial Services’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	–	Sell	-2	Closed	-$98	–	571
2024 Q2	$98	Hold	2	–	–	﹤0.01%	356
2024 Q1	$116	Hold	2	–	–	﹤0.01%	358
2023 Q4	$120	Hold	2	–	–	﹤0.01%	377
2023 Q3	$111	Buy	+2	New	+$99	﹤0.01%	386
2022 Q4	–	Sell	-10	Closed	–	–	397
2022 Q3	$0	Buy	+10	New	+$455	﹤0.01%	430
2020 Q1	–	Sell	-3	Closed	–	–	320
2019 Q4	$0	Hold	3	–	–	﹤0.01%	536
2019 Q3	$0	Buy	+3	New	+$112	﹤0.01%	561
2018 Q1	–	Sell	-42	Closed	-$2K	–	1034
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	966
2017 Q3	$3K	Buy	+42	New	+$2.4K	﹤0.01%	797

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

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

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

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

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

First Personal Financial Services's BHF Position: Q3 2024 in Review

First Personal Financial Services sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 2 shares — an estimated $98 sold.

First Personal Financial Services first reported a position in BHF in Q3 2017 and held it in 9 quarters. The position peaked at $3K in Q3 2017. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

First Personal Financial Services reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
First Personal Financial Services sold 2 Brighthouse Financial shares in Q3 2024, an estimated $98.
First Personal Financial Services first reported a position in Brighthouse Financial in Q3 2017 and held it in 9 quarters.
First Personal Financial Services's Brighthouse Financial position peaked at $3K in Q3 2017.
416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.