GI
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Gradient Investments’s Brighthouse Financial BHF Stock Holding History

Gradient Investments’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
-39
Closed -$1.69K – 389
2024
Q2 		$1.69K Sell
39
-1
-3% -$46 ﹤0.01% 1012
2024
Q1 		$2.06K Sell
40
-7
-15% -$348 ﹤0.01% 831
2023
Q4 		$2.49K Hold
47
– – ﹤0.01% 1169
2023
Q3 		$2.3K Buy
47
+38
+422% +$1.89K ﹤0.01% 1144
2023
Q2 		$426 Hold
9
– – ﹤0.01% 1553
2023
Q1 		$397 Hold
9
– – ﹤0.01% 1304
2022
Q4 		$461 Hold
9
– – ﹤0.01% 1305
2022
Q3 		$0 Hold
9
– – ﹤0.01% 1347
2022
Q2 		$0 Hold
9
– – ﹤0.01% 1222
2022
Q1 		$0 Sell
9
-2
-18% -$107 ﹤0.01% 1184
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1119
2021
Q3 		$0 Hold
11
– – ﹤0.01% 1144
2021
Q2 		$1K Hold
11
– – ﹤0.01% 1044
2021
Q1 		$0 Sell
11
-3
-21% -$123 ﹤0.01% 1151
2020
Q4 		$0 Hold
14
– – ﹤0.01% 1131
2020
Q3 		$0 Hold
14
– – ﹤0.01% 1139
2020
Q2 		$0 Hold
14
– – ﹤0.01% 1052
2020
Q1 		$0 Sell
14
-8
-36% -$283 ﹤0.01% 1096
2019
Q4 		$1K Hold
22
– – ﹤0.01% 992
2019
Q3 		$1K Buy
22
+8
+57% +$298 ﹤0.01% 973
2019
Q2 		$1K Sell
14
-13
-48% -$502 ﹤0.01% 926
2019
Q1 		$1K Buy
27
+8
+42% +$300 ﹤0.01% 778
2018
Q4 		$1K Sell
19
-3
-14% -$117 ﹤0.01% 850
2018
Q3 		$1K Hold
22
– – ﹤0.01% 882
2018
Q2 		$1K Sell
22
-37
-63% -$1.78K ﹤0.01% 875
2018
Q1 		$3K Hold
59
– – ﹤0.01% 765
2017
Q4 		$3K Buy
+59
New +$3.49K ﹤0.01% 744

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

Gradient Investments's BHF Position: Q3 2024 in Review

Gradient Investments sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 39 shares — an estimated $1.69K sold.

Gradient Investments first reported a position in BHF in Q4 2017 and held it in 27 quarters. The position peaked at $3K in Q1 2018. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Gradient Investments reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 39 Brighthouse Financial shares in Q3 2024, an estimated $1.69K.
  • Gradient Investments first reported a position in Brighthouse Financial in Q4 2017 and held it in 27 quarters.
  • Gradient Investments's Brighthouse Financial position peaked at $3K in Q1 2018.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.