GPS Wealth Strategies Group’s Brighthouse Financial BHF Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-1	Closed	-$45	–	1385
2024 Q3	$45	Hold	1	–	–	﹤0.01%	1381
2024 Q2	$43	Hold	1	–	–	﹤0.01%	1343
2024 Q1	$52	Hold	1	–	–	﹤0.01%	1238
2023 Q4	$53	Hold	1	–	–	﹤0.01%	1232
2023 Q3	$49	Hold	1	–	–	﹤0.01%	1267
2023 Q2	$47	Hold	1	–	–	﹤0.01%	1232
2023 Q1	$44	Buy	+1	New	+$53	﹤0.01%	1243
2022 Q4	–	Sell	-1	Closed	–	–	202
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1128
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1106
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1040
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1059
2021 Q3	$0	Sell	1 -3	-75%	-$135	﹤0.01%	1020
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1031
2021 Q1	$0	Buy	+4	New	+$164	﹤0.01%	927

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

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

GPS Wealth Strategies Group's BHF Position: Q4 2024 in Review

GPS Wealth Strategies Group sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 1 share — an estimated $45 sold.

GPS Wealth Strategies Group first reported a position in BHF in Q1 2021 and held it in 14 quarters. The position peaked at $53 in Q4 2023. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

GPS Wealth Strategies Group reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 1 Brighthouse Financial share in Q4 2024, an estimated $45.
GPS Wealth Strategies Group first reported a position in Brighthouse Financial in Q1 2021 and held it in 14 quarters.
GPS Wealth Strategies Group's Brighthouse Financial position peaked at $53 in Q4 2023.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2024, filed 24 Jan 2025.