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Carolina Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Carolina 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
2023
Q1 		– Sell
-7,571
Closed -$388K – 275
2022
Q4 		$388K Buy
7,571
+838
+12% +$43.8K 0.24% 50
2022
Q3 		$292K Buy
6,733
+662
+11% +$30.1K 0.23% 55
2022
Q2 		$249K Buy
6,071
+1,008
+20% +$48.6K 0.16% 71
2022
Q1 		$262K Buy
5,063
+438
+9% +$23.4K 0.17% 65
2021
Q4 		$240K Buy
4,625
+1,039
+29% +$53.2K 0.14% 69
2021
Q3 		$162K Buy
3,586
+622
+21% +$28K 0.11% 79
2021
Q2 		$135K Buy
2,964
+659
+29% +$31K 0.09% 84
2021
Q1 		$102K Buy
+2,305
New +$94.7K 0.07% 89

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Carolina Wealth Advisors's BHF Position: Q1 2023 in Review

Carolina Wealth Advisors sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 7,571 shares — an estimated $388K sold.

Carolina Wealth Advisors first reported a position in BHF in Q1 2021 and held it in 8 quarters. The position peaked at $388K in Q4 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • Carolina Wealth Advisors reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 7,571 Brighthouse Financial shares in Q1 2023, an estimated $388K.
  • Carolina Wealth Advisors first reported a position in Brighthouse Financial in Q1 2021 and held it in 8 quarters.
  • Carolina Wealth Advisors's Brighthouse Financial position peaked at $388K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on Carolina Wealth Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.