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Annapolis Financial Services’s Brighthouse Financial BHF Stock Holding History

Annapolis Financial 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
2023
Q2 		– Sell
-1
Closed -$45 – 488
2023
Q1 		$45 Hold
1
– – ﹤0.01% 448
2022
Q4 		$51 Sell
1
-1
-50% -$52 ﹤0.01% 434
2022
Q3 		$0 Buy
2
+1
+100% +$46 ﹤0.01% 509
2022
Q2 		$0 Hold
1
– – ﹤0.01% 445
2022
Q1 		$0 Hold
1
– – ﹤0.01% 459
2021
Q4 		$0 Hold
1
– – ﹤0.01% 464
2021
Q3 		$0 Hold
1
– – ﹤0.01% 440
2021
Q2 		$0 Hold
1
– – ﹤0.01% 423
2021
Q1 		$0 Hold
1
– – ﹤0.01% 418
2020
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 402

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Annapolis Financial Services's BHF Position: Q2 2023 in Review

Annapolis Financial Services sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 1 share — an estimated $45 sold.

Annapolis Financial Services first reported a position in BHF in Q4 2020 and held it in 10 quarters. The position peaked at $51 in Q4 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Annapolis Financial Services reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 1 Brighthouse Financial share in Q2 2023, an estimated $45.
  • Annapolis Financial Services first reported a position in Brighthouse Financial in Q4 2020 and held it in 10 quarters.
  • Annapolis Financial Services's Brighthouse Financial position peaked at $51 in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Annapolis Financial Services's 13F filing for Q2 2023, filed 18 Jul 2023.