Confluence Wealth Services’s Brighthouse Financial BHF Stock Holding History

Confluence Wealth Services’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	-19	Closed	–	–	335
2021 Q4	$0	Buy	+19	New	+$972	﹤0.01%	1228

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Confluence Wealth Services's BHF Position: Q1 2022 in Review

Confluence Wealth Services sold out of Brighthouse Financial (BHF) in Q1 2022, closing a stake of 19 shares.

Confluence Wealth Services 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.

Confluence Wealth Services reported no remaining Brighthouse Financial position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 19 Brighthouse Financial shares in Q1 2022.
Confluence Wealth Services first reported a position in Brighthouse Financial in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services'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 Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.