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CreativeOne Wealth’s Brighthouse Financial BHF Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-4,188
Closed -$216K – 722
2022
Q1 		$216K Hold
4,188
– – 0.01% 683
2021
Q4 		$217K Buy
+4,188
New +$214K 0.01% 696

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CreativeOne Wealth's BHF Position: Q2 2022 in Review

CreativeOne Wealth sold out of Brighthouse Financial (BHF) in Q2 2022, closing a stake of 4,188 shares — an estimated $216K sold.

CreativeOne Wealth first reported a position in BHF in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

  • CreativeOne Wealth reported no remaining Brighthouse Financial position as of Q2 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 4,188 Brighthouse Financial shares in Q2 2022, an estimated $216K.
  • CreativeOne Wealth first reported a position in Brighthouse Financial in Q4 2021 and held it in 2 quarters.
  • CreativeOne Wealth's Brighthouse Financial position peaked at $217K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.