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Raymond James Financial Services Advisors’s Brighthouse Financial BHF Stock Holding History

Raymond James Financial Services 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
Q1 		– Sell
-27,231
Closed -$1.44M – 3397
2023
Q4 		$1.44M Sell
27,231
-1,575
-5% -$78.2K ﹤0.01% 1758
2023
Q3 		$1.41M Sell
28,806
-258
-0.9% -$12.8K ﹤0.01% 1716
2023
Q2 		$1.38M Sell
29,064
-18,015
-38% -$776K ﹤0.01% 1746
2023
Q1 		$2.08M Buy
47,079
+16,343
+53% +$859K ﹤0.01% 1472
2022
Q4 		$1.58M Sell
30,736
-59
-0.2% -$3.08K ﹤0.01% 1579
2022
Q3 		$1.34M Buy
30,795
+88
+0.3% +$4.01K ﹤0.01% 1658
2022
Q2 		$1.26M Sell
30,707
-820
-3% -$39.6K ﹤0.01% 1694
2022
Q1 		$1.63M Buy
31,527
+213
+0.7% +$11.4K ﹤0.01% 1638
2021
Q4 		$1.62M Buy
+31,314
New +$1.6M ﹤0.01% 1674
2019
Q3 		– Sell
-6,273
Closed -$230K – 2828
2019
Q2 		$230K Buy
+6,273
New +$242K ﹤0.01% 2452
2018
Q4 		– Sell
-7,432
Closed -$329K – 2585
2018
Q3 		$329K Sell
7,432
-369
-5% -$15.5K ﹤0.01% 2214
2018
Q2 		$313K Sell
7,801
-1,175
-13% -$56.5K ﹤0.01% 2203
2018
Q1 		$461K Buy
8,976
+2,173
+32% +$125K ﹤0.01% 1771
2017
Q4 		$399K Buy
6,803
+1,139
+20% +$67.4K ﹤0.01% 1838
2017
Q3 		$345K Buy
+5,664
New +$323K ﹤0.01% 1944

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial Services Advisors's BHF Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 27,231 shares — an estimated $1.44M sold.

Raymond James Financial Services Advisors first reported a position in BHF in Q3 2017 and held it in 15 quarters. The position peaked at $2.08M in Q1 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 27,231 Brighthouse Financial shares in Q1 2024, an estimated $1.44M.
  • Raymond James Financial Services Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's Brighthouse Financial position peaked at $2.08M in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.