TCWA
BHF icon

Turtle Creek Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-79
Closed -$4.18K – 268
2023
Q4 		$4.18K Buy
+79
New +$3.92K ﹤0.01% 679

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

Turtle Creek Wealth Advisors's BHF Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Brighthouse Financial (BHF) in Q1 2024, closing a stake of 79 shares — an estimated $4.18K sold.

Turtle Creek Wealth Advisors first reported a position in BHF in Q4 2023 and held it in 1 quarter. The position peaked at $4.18K in Q4 2023. 427 funds tracked by Wall St. Rank hold BHF as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Brighthouse Financial position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 79 Brighthouse Financial shares in Q1 2024, an estimated $4.18K.
  • Turtle Creek Wealth Advisors first reported a position in Brighthouse Financial in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Brighthouse Financial position peaked at $4.18K in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.