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Householder Group Estate & Retirement Specialist’s Brighthouse Financial BHF Stock Holding History

Householder Group Estate & Retirement Specialist’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 – – 596
2024
Q3 		$0 Buy
+1
New +$45 ﹤0.01% 1163
2024
Q2 		– Sell
-1
Closed -$52 – 1201
2024
Q1 		$52 Hold
1
– – ﹤0.01% 1250
2023
Q4 		$0 Hold
1
– – ﹤0.01% 1136
2023
Q3 		$49 Buy
+1
New +$50 ﹤0.01% 1282
2023
Q1 		$0 Hold
1
– – ﹤0.01% 1220
2022
Q4 		$0 Hold
1
– – ﹤0.01% 399
2022
Q3 		$0 Buy
+1
New +$46 ﹤0.01% 1088

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BHF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 1 share.

Householder Group Estate & Retirement Specialist first reported a position in BHF in Q3 2022 and held it in 7 quarters. The position peaked at $52 in Q1 2024. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1 Brighthouse Financial share in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Brighthouse Financial in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Brighthouse Financial position peaked at $52 in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.