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McGlone Suttner Wealth Management’s Brighthouse Financial BHF Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-33
Closed -$1.75K – 229
2023
Q4 		$1.75K Buy
+33
New +$1.64K ﹤0.01% 685

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

McGlone Suttner Wealth Management's BHF Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 33 shares — an estimated $1.75K sold.

McGlone Suttner Wealth Management first reported a position in BHF in Q4 2023 and held it in 1 quarter. The position peaked at $1.75K in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 33 Brighthouse Financial shares in Q1 2024, an estimated $1.75K.
  • McGlone Suttner Wealth Management first reported a position in Brighthouse Financial in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Brighthouse Financial position peaked at $1.75K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.