Carolinas Wealth Consulting’s Brighthouse Financial BHF Stock Holding History

Carolinas Wealth Consulting’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	-11	Closed	-$485	–	1067
2023 Q1	$485	Sell	11 -13	-54%	-$683	﹤0.01%	992
2022 Q4	$1.23K	Buy	+24	New	+$1.25K	﹤0.01%	871
2021 Q4	–	Sell	-27	Closed	-$1K	–	961
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	831
2021 Q2	$1K	Buy	+27	New	+$1.27K	﹤0.01%	842
2020 Q3	–	Sell	-13	Closed	–	–	934
2020 Q2	$0	Buy	+13	New	+$358	﹤0.01%	658

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

Carolinas Wealth Consulting's BHF Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 11 shares — an estimated $485 sold.

Carolinas Wealth Consulting first reported a position in BHF in Q2 2020 and held it in 5 quarters. The position peaked at $1.23K in Q4 2022. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

Carolinas Wealth Consulting reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 11 Brighthouse Financial shares in Q2 2023, an estimated $485.
Carolinas Wealth Consulting first reported a position in Brighthouse Financial in Q2 2020 and held it in 5 quarters.
Carolinas Wealth Consulting's Brighthouse Financial position peaked at $1.23K in Q4 2022.
410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.