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Certified Advisory Corp’s Brighthouse Financial BHF Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-7
Closed – – 253
2021
Q1 		$0 Buy
+7
New +$288 ﹤0.01% 775
2020
Q2 		$0 Hold
7
– – ﹤0.01% 755
2020
Q1 		$0 Hold
7
– – ﹤0.01% 767
2019
Q4 		$0 Hold
7
– – ﹤0.01% 791
2019
Q3 		$0 Hold
7
– – ﹤0.01% 785
2019
Q2 		$0 Hold
7
– – ﹤0.01% 792
2019
Q1 		$0 Hold
7
– – ﹤0.01% 735
2018
Q4 		$0 Sell
7
-43
-86% -$1.68K ﹤0.01% 738
2018
Q3 		$2K Hold
50
– – ﹤0.01% 708
2018
Q2 		$2K Sell
50
-94
-65% -$4.52K ﹤0.01% 692
2018
Q1 		$7K Buy
144
+94
+188% +$5.43K ﹤0.01% 550
2017
Q4 		$2K Buy
+50
New +$2.96K ﹤0.01% 630

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Certified Advisory Corp's BHF Position: Q2 2021 in Review

Certified Advisory Corp sold out of Brighthouse Financial (BHF) in Q2 2021, closing a stake of 7 shares.

Certified Advisory Corp first reported a position in BHF in Q4 2017 and held it in 12 quarters. The position peaked at $7K in Q1 2018. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2021.

  • Certified Advisory Corp reported no remaining Brighthouse Financial position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 7 Brighthouse Financial shares in Q2 2021.
  • Certified Advisory Corp first reported a position in Brighthouse Financial in Q4 2017 and held it in 12 quarters.
  • Certified Advisory Corp's Brighthouse Financial position peaked at $7K in Q1 2018.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.