CI
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CX Institutional’s Brighthouse Financial BHF Stock Holding History

CX Institutional’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
2021
Q4 		– Sell
-839
Closed -$38K – 390
2021
Q3 		$38K Sell
839
-5
-0.6% -$225 ﹤0.01% 627
2021
Q2 		$38K Buy
844
+35
+4% +$1.64K ﹤0.01% 610
2021
Q1 		$36K Buy
+809
New +$33.2K ﹤0.01% 559
2020
Q4 		– Sell
-807
Closed -$22K – 861
2020
Q3 		$22K Buy
+807
New +$23.4K ﹤0.01% 521
2019
Q3 		– Sell
-17
Closed -$1K – 801
2019
Q2 		$1K Hold
17
– – ﹤0.01% 816
2019
Q1 		$1K Buy
+17
New +$637 ﹤0.01% 729

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

CX Institutional's BHF Position: Q4 2021 in Review

CX Institutional sold out of Brighthouse Financial (BHF) in Q4 2021, closing a stake of 839 shares — an estimated $38K sold.

CX Institutional first reported a position in BHF in Q1 2019 and held it in 6 quarters. The position peaked at $38K in Q3 2021. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

  • CX Institutional reported no remaining Brighthouse Financial position as of Q4 2021 after selling out during the quarter.
  • CX Institutional sold 839 Brighthouse Financial shares in Q4 2021, an estimated $38K.
  • CX Institutional first reported a position in Brighthouse Financial in Q1 2019 and held it in 6 quarters.
  • CX Institutional's Brighthouse Financial position peaked at $38K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.