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Level Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-17
Closed -$900 – 96
2023
Q4 		$900 Hold
17
– – ﹤0.01% 256
2023
Q3 		$832 Hold
17
– – ﹤0.01% 265
2023
Q2 		$805 Buy
17
+14
+467% +$603 ﹤0.01% 263
2023
Q1 		$132 Hold
3
– – ﹤0.01% 242
2022
Q4 		$0 Hold
3
– – ﹤0.01% 279
2022
Q3 		$0 Hold
3
– – ﹤0.01% 250
2022
Q2 		$0 Hold
3
– – ﹤0.01% 304
2022
Q1 		$0 Hold
3
– – ﹤0.01% 233
2021
Q4 		$0 Buy
+3
New +$153 ﹤0.01% 265

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Level Financial Advisors's BHF Position: Q1 2024 in Review

Level Financial Advisors sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 17 shares — an estimated $900 sold.

Level Financial Advisors first reported a position in BHF in Q4 2021 and held it in 9 quarters. The position peaked at $900 in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Level Financial Advisors reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 17 Brighthouse Financial shares in Q1 2024, an estimated $900.
  • Level Financial Advisors first reported a position in Brighthouse Financial in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Brighthouse Financial position peaked at $900 in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.