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ICA Group Wealth Management’s Brighthouse Financial BHF Stock Holding History

ICA Group Wealth Management’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 		$1.08K Hold
25
– – ﹤0.01% 723
2024
Q1 		$1.29K Buy
25
+8
+47% +$397 ﹤0.01% 1222
2023
Q4 		$900 Buy
+17
New +$844 ﹤0.01% 1238
2023
Q3 		– Sell
-21
Closed -$995 – 324
2023
Q2 		$995 Hold
21
– – ﹤0.01% 1196
2023
Q1 		$926 Hold
21
– – ﹤0.01% 1150
2022
Q4 		$1.14K Buy
+21
New +$1.1K ﹤0.01% 1165

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

ICA Group Wealth Management's BHF Position: Q2 2024 in Review

ICA Group Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2024 at 25 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

ICA Group Wealth Management first reported a position in BHF in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.29K in Q1 2024. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • ICA Group Wealth Management held 25 shares of Brighthouse Financial worth $1.08K as of Q2 2024.
  • ICA Group Wealth Management left its Brighthouse Financial share count unchanged in Q2 2024.
  • Brighthouse Financial made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #723 holding.
  • ICA Group Wealth Management first reported a position in Brighthouse Financial in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Brighthouse Financial position peaked at $1.29K in Q1 2024.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.