AWA
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Arkadios Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-3
Closed – – 704
2021
Q3 		$0 Sell
3
-68
-96% -$3.06K ﹤0.01% 1868
2021
Q2 		$3K Hold
71
– – ﹤0.01% 1802
2021
Q1 		$3K Buy
71
+41
+137% +$1.68K ﹤0.01% 1449
2020
Q4 		$1K Buy
+30
New +$1.01K ﹤0.01% 1303

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Arkadios Wealth Advisors's BHF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Brighthouse Financial (BHF) in Q4 2021, closing a stake of 3 shares.

Arkadios Wealth Advisors first reported a position in BHF in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Brighthouse Financial position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3 Brighthouse Financial shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Brighthouse Financial in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Brighthouse Financial position peaked at $3K in Q2 2021.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.