Newbridge Financial Services Group’s Brighthouse Financial BHF Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-5	Closed	-$258	–	1102
2024 Q1	$258	Sell	5 -454	-99%	-$22.5K	﹤0.01%	1117
2023 Q4	$24.3K	Buy	459 +5	+1%	+$248	0.01%	549
2023 Q3	$22.2K	Sell	454 -3	-0.7%	-$149	0.01%	619
2023 Q2	$21.6K	Hold	457	–	–	0.01%	673
2023 Q1	$20.2K	Hold	457	–	–	0.01%	718
2022 Q4	$23.4K	Hold	457	–	–	0.01%	667
2022 Q3	$20K	Buy	457 +3	+0.7%	+$137	0.01%	689
2022 Q2	$19K	Hold	454	–	–	0.01%	669
2022 Q1	$23K	Sell	454 -22	-5%	-$1.17K	0.01%	682
2021 Q4	$25K	Buy	476 +20	+4%	+$1.02K	0.01%	650
2021 Q3	$21K	Hold	456	–	–	0.01%	648
2021 Q2	$21K	Buy	456 +434	+1,973%	+$20.4K	0.01%	758
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	1236
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1008
2020 Q3	$1K	Buy	+22	New	+$639	﹤0.01%	958

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Newbridge Financial Services Group's BHF Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 5 shares — an estimated $258 sold.

Newbridge Financial Services Group first reported a position in BHF in Q3 2020 and held it in 15 quarters. The position peaked at $25K in Q4 2021. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

Newbridge Financial Services Group reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 5 Brighthouse Financial shares in Q2 2024, an estimated $258.
Newbridge Financial Services Group first reported a position in Brighthouse Financial in Q3 2020 and held it in 15 quarters.
Newbridge Financial Services Group's Brighthouse Financial position peaked at $25K in Q4 2021.
428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.