Castle Financial & Retirement Planning Associates’s Brighthouse Financial BHF Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$1K	Buy	+18	New	+$921	﹤0.01%	177

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BHF Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Brighthouse Financial (BHF) in Q4 2021: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #177 among its holdings.

431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

Castle Financial & Retirement Planning Associates held 18 shares of Brighthouse Financial worth $1K as of Q4 2021.
Brighthouse Financial was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Brighthouse Financial made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #177 holding.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.