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Pathstone Family Office’s Brighthouse Financial BHF Stock Holding History

Pathstone Family Office’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
2023
Q1 		– Sell
-4,028
Closed -$211K – 1238
2022
Q4 		$211K Sell
4,028
-956
-19% -$50K ﹤0.01% 1366
2022
Q3 		$216K Buy
+4,984
New +$227K ﹤0.01% 1317
2017
Q4 		– Sell
-13
Closed -$1K – 162
2017
Q3 		$1K Buy
+13
New +$742 ﹤0.01% 164

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Pathstone Family Office's BHF Position: Q1 2023 in Review

Pathstone Family Office sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 4,028 shares — an estimated $211K sold.

Pathstone Family Office first reported a position in BHF in Q3 2017 and held it in 3 quarters. The position peaked at $216K in Q3 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • Pathstone Family Office reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 4,028 Brighthouse Financial shares in Q1 2023, an estimated $211K.
  • Pathstone Family Office first reported a position in Brighthouse Financial in Q3 2017 and held it in 3 quarters.
  • Pathstone Family Office's Brighthouse Financial position peaked at $216K in Q3 2022.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.