Focused Wealth Management’s Brighthouse Financial BHF Stock Holding History

Focused 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
2024 Q1	–	Sell	-14	Closed	-$741	–	286
2023 Q4	$741	Hold	14	–	–	﹤0.01%	874
2023 Q3	$685	Hold	14	–	–	﹤0.01%	887
2023 Q2	$663	Hold	14	–	–	﹤0.01%	933
2023 Q1	$618	Hold	14	–	–	﹤0.01%	919
2022 Q4	$718	Hold	14	–	–	﹤0.01%	907
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	813
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	796
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	853
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	862
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	866
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	857
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	848
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	766
2020 Q3	$0	Hold	14	–	–	﹤0.01%	780
2020 Q2	$0	Hold	14	–	–	﹤0.01%	758
2020 Q1	$0	Hold	14	–	–	﹤0.01%	706
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	665
2019 Q3	$1K	Sell	14 -2	-13%	-$74	﹤0.01%	653
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	689
2019 Q1	$1K	Sell	16 -4	-20%	-$150	﹤0.01%	644
2018 Q4	$1K	Buy	20 +3	+18%	+$117	﹤0.01%	639
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	606
2018 Q2	$1K	Buy	17 +1	+6%	+$48	﹤0.01%	600
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	651
2017 Q4	$1K	Buy	16 +3	+23%	+$177	﹤0.01%	636
2017 Q3	$1K	Buy	+13	New	+$742	﹤0.01%	603

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

Focused Wealth Management's BHF Position: Q1 2024 in Review

Focused Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 14 shares — an estimated $741 sold.

Focused Wealth Management first reported a position in BHF in Q3 2017 and held it in 26 quarters. The position peaked at $1K in Q3 2022. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

Focused Wealth Management reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 14 Brighthouse Financial shares in Q1 2024, an estimated $741.
Focused Wealth Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 26 quarters.
Focused Wealth Management's Brighthouse Financial position peaked at $1K in Q3 2022.
427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.