Iron Horse Wealth Management’s Brighthouse Financial BHF Stock Holding History

Iron Horse 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 Q4	–	Sell	-1	Closed	-$45	–	510
2024 Q3	$45	Hold	1	–	–	﹤0.01%	497
2024 Q2	$43	Hold	1	–	–	﹤0.01%	478
2024 Q1	$52	Hold	1	–	–	﹤0.01%	458
2023 Q4	$53	Hold	1	–	–	﹤0.01%	490
2023 Q3	$49	Hold	1	–	–	﹤0.01%	499
2023 Q2	$47	Hold	1	–	–	﹤0.01%	311
2023 Q1	$44	Hold	1	–	–	﹤0.01%	348
2022 Q4	$0	Hold	1	–	–	﹤0.01%	239
2022 Q3	$0	Hold	1	–	–	﹤0.01%	150
2022 Q2	$0	Hold	1	–	–	﹤0.01%	253
2022 Q1	$0	Hold	1	–	–	﹤0.01%	219
2021 Q4	$0	Hold	1	–	–	﹤0.01%	210
2021 Q3	$0	Hold	1	–	–	﹤0.01%	202
2021 Q2	$0	Hold	1	–	–	﹤0.01%	188
2021 Q1	$0	Hold	1	–	–	﹤0.01%	181
2020 Q4	$0	Buy	+1	New	+$34	﹤0.01%	169

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

Iron Horse Wealth Management's BHF Position: Q4 2024 in Review

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

Iron Horse Wealth Management first reported a position in BHF in Q4 2020 and held it in 16 quarters. The position peaked at $53 in Q4 2023. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

Iron Horse Wealth Management reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 1 Brighthouse Financial share in Q4 2024, an estimated $45.
Iron Horse Wealth Management first reported a position in Brighthouse Financial in Q4 2020 and held it in 16 quarters.
Iron Horse Wealth Management'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 Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.