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Glassman Wealth Services’s Brighthouse Financial BHF Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-178
Closed -$9.42K – 399
2023
Q4 		$9.42K Buy
178
+101
+131% +$5.02K ﹤0.01% 905
2023
Q3 		$3.77K Buy
77
+2
+3% +$99 ﹤0.01% 1153
2023
Q2 		$3.55K Hold
75
– – ﹤0.01% 1089
2023
Q1 		$3.31K Buy
75
+2
+3% +$105 ﹤0.01% 1112
2022
Q4 		$3.74K Buy
73
+3
+4% +$157 ﹤0.01% 1109
2022
Q3 		$3K Buy
70
+7
+11% +$319 ﹤0.01% 1105
2022
Q2 		$3K Hold
63
– – ﹤0.01% 1117
2022
Q1 		$3K Sell
63
-21
-25% -$1.12K ﹤0.01% 1103
2021
Q4 		$4K Buy
84
+40
+91% +$2.05K ﹤0.01% 1022
2021
Q3 		$2K Hold
44
– – ﹤0.01% 1141
2021
Q2 		$2K Hold
44
– – ﹤0.01% 1114
2021
Q1 		$2K Hold
44
– – ﹤0.01% 1065
2020
Q4 		$2K Hold
44
– – ﹤0.01% 1039
2020
Q3 		$1K Hold
44
– – ﹤0.01% 1099
2020
Q2 		$1K Buy
44
+6
+16% +$165 ﹤0.01% 960
2020
Q1 		$1K Sell
38
-56
-60% -$1.98K ﹤0.01% 811
2019
Q4 		$4K Buy
94
+70
+292% +$2.75K ﹤0.01% 603
2019
Q3 		$1K Hold
24
– – ﹤0.01% 790
2019
Q2 		$1K Buy
24
+3
+14% +$116 ﹤0.01% 802
2019
Q1 		$1K Hold
21
– – ﹤0.01% 765
2018
Q4 		$1K Sell
21
-8
-28% -$312 ﹤0.01% 602
2018
Q3 		$1K Buy
29
+6
+26% +$253 ﹤0.01% 649
2018
Q2 		$1K Sell
23
-20
-47% -$962 ﹤0.01% 625
2018
Q1 		$2K Buy
43
+20
+87% +$1.16K ﹤0.01% 519
2017
Q4 		$1K Hold
23
– – ﹤0.01% 547
2017
Q3 		$1K Buy
+23
New +$1.31K ﹤0.01% 440

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

Glassman Wealth Services's BHF Position: Q1 2024 in Review

Glassman Wealth Services sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 178 shares — an estimated $9.42K sold.

Glassman Wealth Services first reported a position in BHF in Q3 2017 and held it in 26 quarters. The position peaked at $9.42K in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Glassman Wealth Services reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 178 Brighthouse Financial shares in Q1 2024, an estimated $9.42K.
  • Glassman Wealth Services first reported a position in Brighthouse Financial in Q3 2017 and held it in 26 quarters.
  • Glassman Wealth Services's Brighthouse Financial position peaked at $9.42K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.