Sutton Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Sutton Wealth 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 Q3	$881	Hold	18	–	–	﹤0.01%	797
2023 Q2	$852	Hold	18	–	–	﹤0.01%	780
2023 Q1	$794	Hold	18	–	–	﹤0.01%	747
2022 Q4	$923	Hold	18	–	–	﹤0.01%	1350
2022 Q3	$782	Sell	18 -19	-51%	-$865	﹤0.01%	1362
2022 Q2	$1.52K	Sell	37 -1	-3%	-$48	﹤0.01%	1218
2022 Q1	$1.96K	Buy	38 +20	+111%	+$1.07K	﹤0.01%	1207
2021 Q4	$932	Hold	18	–	–	﹤0.01%	1344
2021 Q3	$814	Hold	18	–	–	﹤0.01%	1253
2021 Q2	$820	Hold	18	–	–	﹤0.01%	1240
2021 Q1	$797	Hold	18	–	–	﹤0.01%	1214
2020 Q4	$652	Hold	18	–	–	﹤0.01%	1199
2020 Q3	$484	Hold	18	–	–	﹤0.01%	1184
2020 Q2	$501	Hold	18	–	–	﹤0.01%	1163
2020 Q1	$435	Sell	18 -43	-70%	-$1.52K	﹤0.01%	1151
2019 Q4	$2.39K	Hold	61	–	–	﹤0.01%	1039
2019 Q3	$2.47K	Hold	61	–	–	﹤0.01%	1032
2019 Q2	$2.24K	Sell	61 -19	-24%	-$734	﹤0.01%	1038
2019 Q1	$2.9K	Hold	80	–	–	﹤0.01%	1004
2018 Q4	$2.44K	Sell	80 -27	-25%	-$1.05K	﹤0.01%	976
2018 Q3	$4.73K	Buy	107 +4	+4%	+$168	﹤0.01%	899
2018 Q2	$4.13K	Sell	103 -23	-18%	-$1.11K	﹤0.01%	943
2018 Q1	$6.48K	Sell	126 -218	-63%	-$12.6K	﹤0.01%	894
2017 Q4	$20.2K	Hold	344	–	–	0.01%	553
2017 Q3	$20.9K	Buy	+344	New	+$19.6K	0.02%	530

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Sutton Wealth Advisors's BHF Position: Q3 2023 in Review

Sutton Wealth Advisors held its Brighthouse Financial (BHF) position steady in Q3 2023 at 18 shares worth $881. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Sutton Wealth Advisors first reported a position in BHF in Q3 2017 and has held it in 25 quarters since. The position peaked at $20.9K in Q3 2017. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

Sutton Wealth Advisors held 18 shares of Brighthouse Financial worth $881 as of Q3 2023.
Sutton Wealth Advisors left its Brighthouse Financial share count unchanged in Q3 2023.
Brighthouse Financial made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #797 holding.
Sutton Wealth Advisors first reported a position in Brighthouse Financial in Q3 2017 and has held it in 25 quarters since.
Sutton Wealth Advisors's Brighthouse Financial position peaked at $20.9K in Q3 2017.
405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.