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Loring Wolcott & Coolidge Fiduciary Advisors’s Brighthouse Financial BHF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-1
Closed -$50 – 572
2024
Q2 		$50 Hold
1
– – ﹤0.01% 550
2024
Q1 		$49 Hold
1
– – ﹤0.01% 561
2023
Q4 		$52 Hold
1
– – ﹤0.01% 553
2023
Q3 		$47 Sell
1
-6
-86% -$298 ﹤0.01% 605
2023
Q2 		$331 Hold
7
– – ﹤0.01% 623
2023
Q1 		$309 Hold
7
– – ﹤0.01% 587
2022
Q4 		$359 Hold
7
– – ﹤0.01% 568
2022
Q3 		$0 Hold
7
– – ﹤0.01% 603
2022
Q2 		$0 Hold
7
– – ﹤0.01% 631
2022
Q1 		$0 Hold
7
– – ﹤0.01% 645
2021
Q4 		$0 Hold
7
– – ﹤0.01% 724
2021
Q3 		$0 Sell
7
-88
-93% -$3.97K ﹤0.01% 768
2021
Q2 		$4K Buy
+95
New +$4.46K ﹤0.01% 758
2021
Q1 		– Sell
-7
Closed – – 350
2020
Q4 		$0 Sell
7
-25
-78% -$839 ﹤0.01% 769
2020
Q3 		$0 Hold
32
– – ﹤0.01% 592
2020
Q2 		$0 Hold
32
– – ﹤0.01% 593
2020
Q1 		$0 Hold
32
– – ﹤0.01% 651
2019
Q4 		$1K Hold
32
– – ﹤0.01% 662
2019
Q3 		$1K Hold
32
– – ﹤0.01% 658
2019
Q2 		$1K Hold
32
– – ﹤0.01% 683
2019
Q1 		$1K Hold
32
– – ﹤0.01% 667
2018
Q4 		$0 Hold
32
– – ﹤0.01% 696
2018
Q3 		$1K Buy
32
+7
+28% +$295 ﹤0.01% 626
2018
Q2 		$1K Hold
25
– – ﹤0.01% 638
2018
Q1 		$1K Hold
25
– – ﹤0.01% 689
2017
Q4 		$1K Sell
25
-1
-4% -$59 ﹤0.01% 683
2017
Q3 		$2K Buy
+26
New +$1.48K ﹤0.01% 635

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BHF Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 1 share — an estimated $50 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BHF in Q3 2017 and held it in 27 quarters. The position peaked at $4K in Q2 2021. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1 Brighthouse Financial share in Q3 2024, an estimated $50.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 27 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Brighthouse Financial position peaked at $4K in Q2 2021.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.