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TFO Wealth Partners’s Brighthouse Financial BHF Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-4
Closed -$206 – 140
2024
Q1 		$206 Sell
4
-7
-64% -$348 ﹤0.01% 480
2023
Q4 		$582 Hold
11
– – ﹤0.01% 295
2023
Q3 		$521 Buy
11
+7
+175% +$348 ﹤0.01% 446
2023
Q2 		$189 Hold
4
– – ﹤0.01% 518
2023
Q1 		$176 Buy
4
+1
+33% +$53 ﹤0.01% 504
2022
Q4 		$93 Buy
+3
New +$157 ﹤0.01% 784

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFO Wealth Partners's BHF Position: Q2 2024 in Review

TFO Wealth Partners sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 4 shares — an estimated $206 sold.

TFO Wealth Partners first reported a position in BHF in Q4 2022 and held it in 6 quarters. The position peaked at $582 in Q4 2023. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Brighthouse Financial shares in Q2 2024, an estimated $206.
  • TFO Wealth Partners first reported a position in Brighthouse Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Brighthouse Financial position peaked at $582 in Q4 2023.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.