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FRG Family Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-2
Closed -$97 – 167
2024
Q1 		$97 Buy
+2
New +$99 ﹤0.01% 368
2018
Q1 		– Sell
-4,589
Closed -$269K – 147
2017
Q4 		$269K Sell
4,589
-2,070
-31% -$122K 0.09% 131
2017
Q3 		$405K Buy
+6,659
New +$380K 0.14% 112

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FRG Family Wealth Advisors's BHF Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 2 shares — an estimated $97 sold.

FRG Family Wealth Advisors first reported a position in BHF in Q3 2017 and held it in 3 quarters. The position peaked at $405K in Q3 2017. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 2 Brighthouse Financial shares in Q2 2024, an estimated $97.
  • FRG Family Wealth Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 3 quarters.
  • FRG Family Wealth Advisors's Brighthouse Financial position peaked at $405K in Q3 2017.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.