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Capital Analysts LLC’s Brighthouse Financial BHF Stock Holding History

Capital Analysts LLC’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
-22
Closed -$1K – 1092
2022
Q2 		$1K Hold
22
– – ﹤0.01% 960
2022
Q1 		$1K Hold
22
– – ﹤0.01% 891
2021
Q4 		$1K Buy
+22
New +$1.13K ﹤0.01% 970
2019
Q3 		– Sell
-18
Closed -$1K – 698
2019
Q2 		$1K Buy
+18
New +$695 ﹤0.01% 657
2017
Q4 		– Sell
-182
Closed -$11K – 447
2017
Q3 		$11K Buy
+182
New +$10.4K ﹤0.01% 375

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

Capital Analysts LLC's BHF Position: Q3 2022 in Review

Capital Analysts LLC sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in BHF in Q3 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2017. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • Capital Analysts LLC reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 22 Brighthouse Financial shares in Q3 2022, an estimated $1K.
  • Capital Analysts LLC first reported a position in Brighthouse Financial in Q3 2017 and held it in 5 quarters.
  • Capital Analysts LLC's Brighthouse Financial position peaked at $11K in Q3 2017.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Capital Analysts LLC's 13F filing for Q3 2022, filed 14 Nov 2022.