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Clear Perspectives Financial Planning’s Brighthouse Financial BHF Stock Holding History

Clear Perspectives Financial Planning’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
-1
Closed – – 214
2021
Q4 		$0 Hold
1
– – ﹤0.01% 223
2021
Q3 		$0 Hold
1
– – ﹤0.01% 212
2021
Q2 		$0 Hold
1
– – ﹤0.01% 199
2021
Q1 		$0 Hold
1
– – ﹤0.01% 183
2020
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 179

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
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

Clear Perspectives Financial Planning's BHF Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Brighthouse Financial (BHF) in Q1 2022, closing a stake of 1 share.

Clear Perspectives Financial Planning first reported a position in BHF in Q4 2020 and held it in 5 quarters. The position peaked at $0 in Q4 2021. 420 funds tracked by Wall St. Rank hold BHF as of Q1 2022.

  • Clear Perspectives Financial Planning reported no remaining Brighthouse Financial position as of Q1 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 1 Brighthouse Financial share in Q1 2022.
  • Clear Perspectives Financial Planning first reported a position in Brighthouse Financial in Q4 2020 and held it in 5 quarters.
  • Clear Perspectives Financial Planning'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 Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.