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The Family Firm’s Brighthouse Financial BHF Stock Holding History

The Family Firm’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
Q3 		– Sell
-244
Closed -$10.6K – 270
2024
Q2 		$10.6K Buy
+244
New +$11.3K ﹤0.01% 670

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

The Family Firm's BHF Position: Q3 2024 in Review

The Family Firm sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 244 shares — an estimated $10.6K sold.

The Family Firm first reported a position in BHF in Q2 2024 and held it in 1 quarter. The position peaked at $10.6K in Q2 2024. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • The Family Firm reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 244 Brighthouse Financial shares in Q3 2024, an estimated $10.6K.
  • The Family Firm first reported a position in Brighthouse Financial in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Brighthouse Financial position peaked at $10.6K in Q2 2024.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.