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Vise Technologies’s Brighthouse Financial BHF Stock Holding History

Vise Technologies’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
-3,942
Closed -$203K – 427
2024
Q1 		$203K Sell
3,942
-2,198
-36% -$109K 0.04% 362
2023
Q4 		$325K Sell
6,140
-2,989
-33% -$148K 0.07% 259
2023
Q3 		$447K Sell
9,129
-2,676
-23% -$133K 0.11% 187
2023
Q2 		$559K Buy
11,805
+2,004
+20% +$86.3K 0.14% 163
2023
Q1 		$432K Buy
9,801
+574
+6% +$30.2K 0.11% 183
2022
Q4 		$473K Buy
9,227
+1,175
+15% +$61.4K 0.15% 157
2022
Q3 		$350K Buy
8,052
+2,740
+52% +$125K 0.13% 189
2022
Q2 		$218K Buy
+5,312
New +$256K 0.08% 263

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

Vise Technologies's BHF Position: Q2 2024 in Review

Vise Technologies sold out of Brighthouse Financial (BHF) in Q2 2024, closing a stake of 3,942 shares — an estimated $203K sold.

Vise Technologies first reported a position in BHF in Q2 2022 and held it in 8 quarters. The position peaked at $559K in Q2 2023. 428 funds tracked by Wall St. Rank hold BHF as of Q2 2024.

  • Vise Technologies reported no remaining Brighthouse Financial position as of Q2 2024 after selling out during the quarter.
  • Vise Technologies sold 3,942 Brighthouse Financial shares in Q2 2024, an estimated $203K.
  • Vise Technologies first reported a position in Brighthouse Financial in Q2 2022 and held it in 8 quarters.
  • Vise Technologies's Brighthouse Financial position peaked at $559K in Q2 2023.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2024.

Based on Vise Technologies's 13F filing for Q2 2024, filed 2 Aug 2024.