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International Assets Investment Management’s Brighthouse Financial BHF Stock Holding History

International Assets Investment 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
Q4 		– Sell
-31,717
Closed -$35.1K – 930
2024
Q3 		$35.1K Buy
+31,717
New +$1.43M 0.1% 188
2023
Q4 		– Sell
-35,063
Closed -$27.3K – 757
2023
Q3 		$27.3K Buy
35,063
+6
+0% +$298 ﹤0.01% 604
2023
Q2 		$29.5K Sell
35,057
-6
-0% -$258 ﹤0.01% 604
2023
Q1 		$28.3K Sell
35,063
-75,062
-68% -$3.94M ﹤0.01% 758
2022
Q4 		$104K Buy
110,125
+110,062
+174,702% +$5.75M 0.01% 707
2022
Q3 		$3K Buy
+63
New +$2.87K ﹤0.01% 486
2021
Q4 		– Sell
-35,253
Closed -$51K – 521
2021
Q3 		$51K Buy
35,253
+25,003
+244% +$1.13M 0.01% 502
2021
Q2 		$23K Sell
10,250
-10,233
-50% -$481K ﹤0.01% 493
2021
Q1 		$40K Buy
20,483
+10,239
+100% +$421K ﹤0.01% 1035
2020
Q4 		$19K Sell
10,244
-19
-0.2% -$638 ﹤0.01% 1178
2020
Q3 		$17K Sell
10,263
-1
-0% -$29 ﹤0.01% 383
2020
Q2 		$16K Sell
10,264
-22
-0.2% -$606 ﹤0.01% 393
2020
Q1 		$15K Buy
+10,286
New +$364K ﹤0.01% 366

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

International Assets Investment Management's BHF Position: Q4 2024 in Review

International Assets Investment Management sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 31,717 shares — an estimated $35.1K sold.

International Assets Investment Management first reported a position in BHF in Q1 2020 and held it in 13 quarters. The position peaked at $104K in Q4 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

  • International Assets Investment Management reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 31,717 Brighthouse Financial shares in Q4 2024, an estimated $35.1K.
  • International Assets Investment Management first reported a position in Brighthouse Financial in Q1 2020 and held it in 13 quarters.
  • International Assets Investment Management's Brighthouse Financial position peaked at $104K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.