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Triad Wealth Partners’s Brighthouse Financial BHF Stock Holding History

Triad 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
Q3 		– Sell
-7
Closed -$303 – 143
2024
Q2 		$303 Buy
+7
New +$323 ﹤0.01% 929

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DCM
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American Century Companies
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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

Triad Wealth Partners's BHF Position: Q3 2024 in Review

Triad Wealth Partners sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 7 shares — an estimated $303 sold.

Triad Wealth Partners first reported a position in BHF in Q2 2024 and held it in 1 quarter. The position peaked at $303 in Q2 2024. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Triad Wealth Partners reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 7 Brighthouse Financial shares in Q3 2024, an estimated $303.
  • Triad Wealth Partners first reported a position in Brighthouse Financial in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Brighthouse Financial position peaked at $303 in Q2 2024.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.