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TCI Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

TCI 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
Q2 		– Sell
-224
Closed -$9.88K – 443
2023
Q1 		$9.88K Sell
224
-233
-51% -$12.2K ﹤0.01% 1095
2022
Q4 		$23.4K Buy
457
+1
+0.2% +$52 ﹤0.01% 623
2022
Q3 		$20K Buy
456
+5
+1% +$228 ﹤0.01% 648
2022
Q2 		$19K Sell
451
-111
-20% -$5.36K ﹤0.01% 652
2022
Q1 		$29K Buy
562
+111
+25% +$5.92K ﹤0.01% 544
2021
Q4 		$23K Hold
451
– – ﹤0.01% 642
2021
Q3 		$20K Buy
451
+206
+84% +$9.29K ﹤0.01% 685
2021
Q2 		$11K Sell
245
-16
-6% -$752 ﹤0.01% 888
2021
Q1 		$12K Buy
261
+148
+131% +$6.08K 0.01% 745
2020
Q4 		$4K Hold
113
– – ﹤0.01% 938
2020
Q3 		$3K Buy
113
+97
+606% +$2.82K ﹤0.01% 918
2020
Q2 		$0 Sell
16
-58
-78% -$1.6K ﹤0.01% 1466
2020
Q1 		$2K Sell
74
-21
-22% -$743 ﹤0.01% 978
2019
Q4 		$4K Buy
95
+1
+1% +$39 ﹤0.01% 898
2019
Q3 		$4K Sell
94
-23
-20% -$857 ﹤0.01% 850
2019
Q2 		$4K Sell
117
-25
-18% -$966 ﹤0.01% 803
2019
Q1 		$5K Buy
142
+37
+35% +$1.39K ﹤0.01% 771
2018
Q4 		$3K Sell
105
-7
-6% -$273 ﹤0.01% 877
2018
Q3 		$5K Buy
112
+63
+129% +$2.65K ﹤0.01% 776
2018
Q2 		$2K Sell
49
-98
-67% -$4.71K ﹤0.01% 1032
2018
Q1 		$8K Hold
147
– – ﹤0.01% 651
2017
Q4 		$9K Hold
147
– – ﹤0.01% 651
2017
Q3 		$9K Buy
+147
New +$8.38K ﹤0.01% 614

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

TCI Wealth Advisors's BHF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 224 shares — an estimated $9.88K sold.

TCI Wealth Advisors first reported a position in BHF in Q3 2017 and held it in 23 quarters. The position peaked at $29K in Q1 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 224 Brighthouse Financial shares in Q2 2023, an estimated $9.88K.
  • TCI Wealth Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 23 quarters.
  • TCI Wealth Advisors's Brighthouse Financial position peaked at $29K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.