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Realta Investment Advisors’s Brighthouse Financial BHF Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-102
Closed -$4.83K – 467
2023
Q3 		$4.83K Hold
102
– – ﹤0.01% 720
2023
Q2 		$4.83K Buy
+102
New +$4.39K ﹤0.01% 771
2023
Q1 		– Sell
-1,302
Closed -$66.8K – 456
2022
Q4 		$66.8K Buy
+1,302
New +$68.1K 0.02% 529
2020
Q1 		– Sell
-1
Closed – – 406
2019
Q4 		$0 Sell
1
-56
-98% -$2.2K ﹤0.01% 1592
2019
Q3 		$2K Hold
57
– – ﹤0.01% 1481
2019
Q2 		$2K Buy
57
+45
+375% +$1.74K ﹤0.01% 1540
2019
Q1 		$0 Buy
+12
New +$450 ﹤0.01% 1328

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's BHF Position: Q4 2023 in Review

Realta Investment Advisors sold out of Brighthouse Financial (BHF) in Q4 2023, closing a stake of 102 shares — an estimated $4.83K sold.

Realta Investment Advisors first reported a position in BHF in Q1 2019 and held it in 7 quarters. The position peaked at $66.8K in Q4 2022. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2023.

  • Realta Investment Advisors reported no remaining Brighthouse Financial position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 102 Brighthouse Financial shares in Q4 2023, an estimated $4.83K.
  • Realta Investment Advisors first reported a position in Brighthouse Financial in Q1 2019 and held it in 7 quarters.
  • Realta Investment Advisors's Brighthouse Financial position peaked at $66.8K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.