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Red Door Wealth Management’s Brighthouse Financial BHF Stock Holding History

Red Door Wealth Management’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
-3,815
Closed -$202K – 201
2023
Q4 		$202K Buy
+3,815
New +$189K 0.04% 192
2021
Q3 		– Sell
-37
Closed -$1K – 200
2021
Q2 		$1K Buy
+37
New +$1.74K ﹤0.01% 587
2020
Q3 		– Sell
-37
Closed -$1K – 133
2020
Q2 		$1K Hold
37
– – ﹤0.01% 426
2020
Q1 		$0 Buy
+37
New +$1.31K ﹤0.01% 428

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Red Door Wealth Management's BHF Position: Q1 2024 in Review

Red Door Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 3,815 shares — an estimated $202K sold.

Red Door Wealth Management first reported a position in BHF in Q1 2020 and held it in 4 quarters. The position peaked at $202K in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Red Door Wealth Management reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • Red Door Wealth Management sold 3,815 Brighthouse Financial shares in Q1 2024, an estimated $202K.
  • Red Door Wealth Management first reported a position in Brighthouse Financial in Q1 2020 and held it in 4 quarters.
  • Red Door Wealth Management's Brighthouse Financial position peaked at $202K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Red Door Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.