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Better Money Decisions’s Brighthouse Financial BHF Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-15
Closed -$1K – 92
2022
Q2 		$1K Buy
+15
New +$724 ﹤0.01% 436
2021
Q4 		– Sell
-15
Closed -$1K – 120
2021
Q3 		$1K Hold
15
– – ﹤0.01% 616
2021
Q2 		$1K Hold
15
– – ﹤0.01% 606
2021
Q1 		$1K Buy
+15
New +$616 ﹤0.01% 555

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Better Money Decisions's BHF Position: Q3 2022 in Review

Better Money Decisions sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Better Money Decisions first reported a position in BHF in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • Better Money Decisions reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 15 Brighthouse Financial shares in Q3 2022, an estimated $1K.
  • Better Money Decisions first reported a position in Brighthouse Financial in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Brighthouse Financial position peaked at $1K in Q2 2022.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.