CW
BHFAL

Connectus Wealth’s Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 BHFAL Stock Holding History

Connectus Wealth’s Portfolio BHFAL Stock Details BHFAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-99,750
Closed -$2.21M – 431
2022
Q3 		$2.21M Buy
+99,750
New +$2.47M 0.05% 254

Other funds holding BHFAL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Connectus Wealth's BHFAL Position: Q4 2022 in Review

Connectus Wealth sold out of Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 (BHFAL) in Q4 2022, closing a stake of 99,750 shares — an estimated $2.21M sold.

Connectus Wealth first reported a position in BHFAL in Q3 2022 and held it in 1 quarter. The position peaked at $2.21M in Q3 2022. 2 funds tracked by Wall St. Rank hold BHFAL as of Q4 2022.

  • Connectus Wealth reported no remaining Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 99,750 Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 shares in Q4 2022, an estimated $2.21M.
  • Connectus Wealth first reported a position in Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 in Q3 2022 and held it in 1 quarter.
  • Connectus Wealth's Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 position peaked at $2.21M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Brighthouse Financial 6.25% Junior Subordinated Debentures due 2058 as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.