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Adirondack Retirement Specialists’s Brighthouse Financial BHF Stock Holding History

Adirondack Retirement Specialists’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
2023
Q3 		– Sell
-7
Closed -$331 – 41
2023
Q2 		$331 Sell
7
-19
-73% -$818 ﹤0.01% 132
2023
Q1 		$1.1K Sell
26
-36
-58% -$1.89K ﹤0.01% 128
2022
Q4 		$3.18K Buy
62
+38
+158% +$1.99K ﹤0.01% 77
2022
Q3 		$1K Buy
+24
New +$1.09K ﹤0.01% 102

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Adirondack Retirement Specialists's BHF Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 7 shares — an estimated $331 sold.

Adirondack Retirement Specialists first reported a position in BHF in Q3 2022 and held it in 4 quarters. The position peaked at $3.18K in Q4 2022. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 7 Brighthouse Financial shares in Q3 2023, an estimated $331.
  • Adirondack Retirement Specialists first reported a position in Brighthouse Financial in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Brighthouse Financial position peaked at $3.18K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.