Crewe Advisors’s Brighthouse Financial BHF Stock Holding History

Crewe Advisors’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 Q4	–	Sell	-191	Closed	-$8K	–	1048
2022 Q3	$8K	Buy	191 +74	+63%	+$3.37K	﹤0.01%	710
2022 Q2	$5K	Buy	+117	New	+$5.65K	﹤0.01%	744

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crewe Advisors's BHF Position: Q4 2022 in Review

Crewe Advisors sold out of Brighthouse Financial (BHF) in Q4 2022, closing a stake of 191 shares — an estimated $8K sold.

Crewe Advisors first reported a position in BHF in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 428 funds tracked by Wall St. Rank hold BHF as of Q4 2022.

Crewe Advisors reported no remaining Brighthouse Financial position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 191 Brighthouse Financial shares in Q4 2022, an estimated $8K.
Crewe Advisors first reported a position in Brighthouse Financial in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Brighthouse Financial position peaked at $8K in Q3 2022.
428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.