Belpointe Asset Management’s Brighthouse Financial BHF Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-514	Closed	-$22.7K	–	876
2023 Q1	$22.7K	Buy	514 +216	+72%	+$11.3K	﹤0.01%	2242
2022 Q4	$15.3K	Buy	+298	New	+$15.6K	﹤0.01%	2376
2019 Q2	–	Sell	-3,833	Closed	-$139K	–	613
2019 Q1	$139K	Sell	3,833 -253	-6%	-$9.48K	0.03%	373
2018 Q4	$125K	Sell	4,086 -1,007	-20%	-$39.3K	0.03%	437
2018 Q3	$225K	Buy	+5,093	New	+$214K	0.04%	425
2018 Q2	–	Sell	-3,997	Closed	-$205K	–	342
2018 Q1	$205K	Buy	+3,997	New	+$231K	0.06%	308

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Belpointe Asset Management's BHF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 514 shares — an estimated $22.7K sold.

Belpointe Asset Management first reported a position in BHF in Q1 2018 and held it in 6 quarters. The position peaked at $225K in Q3 2018. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

Belpointe Asset Management reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 514 Brighthouse Financial shares in Q2 2023, an estimated $22.7K.
Belpointe Asset Management first reported a position in Brighthouse Financial in Q1 2018 and held it in 6 quarters.
Belpointe Asset Management's Brighthouse Financial position peaked at $225K in Q3 2018.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.