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Cassady Schiller Wealth Management’s Brighthouse Financial BHF Stock Holding History

Cassady Schiller Wealth 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
2022
Q1 		– Sell
-5
Closed – – 163
2021
Q4 		$0 Buy
+5
New +$256 ﹤0.01% 552

Other funds holding BHF

Dodge & Cox
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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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cassady Schiller Wealth Management's BHF Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2022, closing a stake of 5 shares.

Cassady Schiller Wealth Management first reported a position in BHF in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 420 funds tracked by Wall St. Rank hold BHF as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Brighthouse Financial position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 5 Brighthouse Financial shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Brighthouse Financial in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Brighthouse Financial position peaked at $0 in Q4 2021.
  • 420 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.