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Tyler-Stone Wealth Management’s Brighthouse Financial BHF Stock Holding History

Tyler-Stone Wealth Management’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
-2
Closed -$87 – 368
2024
Q2 		$87 Hold
2
– – ﹤0.01% 962
2024
Q1 		$103 Hold
2
– – ﹤0.01% 948
2023
Q4 		$106 Hold
2
– – ﹤0.01% 931
2023
Q3 		$0 Buy
+2
New +$99 ﹤0.01% 907
2022
Q2 		– Sell
-2
Closed – – 859
2022
Q1 		$0 Hold
2
– – ﹤0.01% 836
2021
Q4 		$0 Buy
+2
New +$102 ﹤0.01% 914

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

Tyler-Stone Wealth Management's BHF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 2 shares — an estimated $87 sold.

Tyler-Stone Wealth Management first reported a position in BHF in Q4 2021 and held it in 6 quarters. The position peaked at $106 in Q4 2023. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2 Brighthouse Financial shares in Q3 2024, an estimated $87.
  • Tyler-Stone Wealth Management first reported a position in Brighthouse Financial in Q4 2021 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's Brighthouse Financial position peaked at $106 in Q4 2023.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.