AWM
BHFAL

Accel Wealth Management’s Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 BHFAL Stock Holding History

Accel Wealth Management’s Portfolio BHFAL Stock Details BHFAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,000
Closed -$23K – 1064
2022
Q3 		$23K Hold
1,000
– – 0.01% 516
2022
Q2 		$25K Buy
+1,000
New +$24.8K 0.01% 481

Other funds holding BHFAL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Accel Wealth Management's BHFAL Position: Q4 2022 in Review

Accel Wealth Management sold out of Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 (BHFAL) in Q4 2022, closing a stake of 1,000 shares — an estimated $23K sold.

Accel Wealth Management first reported a position in BHFAL in Q2 2022 and held it in 2 quarters. The position peaked at $25K in Q2 2022. 2 funds tracked by Wall St. Rank hold BHFAL as of Q4 2022.

  • Accel Wealth Management reported no remaining Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 1,000 Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 shares in Q4 2022, an estimated $23K.
  • Accel Wealth Management first reported a position in Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 in Q2 2022 and held it in 2 quarters.
  • Accel Wealth Management's Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 position peaked at $25K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.