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Planned Solutions’s Brighthouse Financial BHF Stock Holding History

Planned Solutions’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
Q4 		– Sell
-6
Closed -$270 – 165
2024
Q3 		$270 Buy
+6
New +$270 ﹤0.01% 626
2024
Q1 		– Sell
-6
Closed -$318 – 137
2023
Q4 		$318 Buy
+6
New +$298 ﹤0.01% 557
2021
Q1 		– Sell
-407
Closed -$15K – 92
2020
Q4 		$15K Buy
407
+400
+5,714% +$13.4K 0.01% 299
2020
Q3 		$0 Buy
+7
New +$203 ﹤0.01% 332

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's BHF Position: Q4 2024 in Review

Planned Solutions sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 6 shares — an estimated $270 sold.

Planned Solutions first reported a position in BHF in Q3 2020 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

  • Planned Solutions reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 6 Brighthouse Financial shares in Q4 2024, an estimated $270.
  • Planned Solutions first reported a position in Brighthouse Financial in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Brighthouse Financial position peaked at $15K in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.