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Advocacy Wealth Management Services’s Brighthouse Financial BHF Stock Holding History

Advocacy Wealth Management Services’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
2022
Q2 		– Sell
-1
Closed – – 140
2022
Q1 		$0 Hold
1
– – ﹤0.01% 187
2021
Q4 		$0 Hold
1
– – ﹤0.01% 181
2021
Q3 		$0 Hold
1
– – ﹤0.01% 175
2021
Q2 		$0 Buy
+1
New +$47 ﹤0.01% 191

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 $6.73T AUM 46.02% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Advocacy Wealth Management Services's BHF Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Brighthouse Financial (BHF) in Q2 2022, closing a stake of 1 share.

Advocacy Wealth Management Services first reported a position in BHF in Q2 2021 and held it in 4 quarters. The position peaked at $0 in Q1 2022. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Brighthouse Financial position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1 Brighthouse Financial share in Q2 2022.
  • Advocacy Wealth Management Services first reported a position in Brighthouse Financial in Q2 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Brighthouse Financial position peaked at $0 in Q1 2022.
  • 417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.