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Atlas Private Wealth Management’s Brighthouse Financial BHF Stock Holding History

Atlas Private Wealth Management’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
Q2 		– Sell
-4
Closed – – 141
2021
Q1 		$0 Sell
4
-4
-50% -$164 ﹤0.01% 404
2020
Q4 		$0 Buy
+8
New +$269 ﹤0.01% 368

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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's BHF Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Brighthouse Financial (BHF) in Q2 2021, closing a stake of 4 shares.

Atlas Private Wealth Management first reported a position in BHF in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Brighthouse Financial position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 4 Brighthouse Financial shares in Q2 2021.
  • Atlas Private Wealth Management first reported a position in Brighthouse Financial in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Management's Brighthouse Financial position peaked at $0 in Q1 2021.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.