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Rockbridge Investment Management’s Brighthouse Financial BHF Stock Holding History

Rockbridge Investment 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
-1
Closed -$53 – 173
2023
Q4 		$53 Buy
+1
New +$50 ﹤0.01% 660
2022
Q3 		– Sell
-1
Closed -$42 – 155
2022
Q2 		$42 Hold
1
– – ﹤0.01% 636
2022
Q1 		$53 Hold
1
– – ﹤0.01% 794
2021
Q4 		$0 Hold
1
– – ﹤0.01% 791
2021
Q3 		$0 Hold
1
– – ﹤0.01% 737
2021
Q2 		$0 Hold
1
– – ﹤0.01% 729
2021
Q1 		$0 Hold
1
– – ﹤0.01% 714
2020
Q4 		$0 Hold
1
– – ﹤0.01% 686
2020
Q3 		$0 Hold
1
– – ﹤0.01% 649
2020
Q2 		$0 Buy
+1
New +$28 ﹤0.01% 627

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

Rockbridge Investment Management's BHF Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 1 share — an estimated $53 sold.

Rockbridge Investment Management first reported a position in BHF in Q2 2020 and held it in 10 quarters. The position peaked at $53 in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 1 Brighthouse Financial share in Q1 2024, an estimated $53.
  • Rockbridge Investment Management first reported a position in Brighthouse Financial in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Brighthouse Financial position peaked at $53 in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.