Defined Wealth Management’s Brighthouse Financial BHF Stock Holding History

Defined Wealth Management’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 Q1	–	Sell	-5	Closed	–	–	105
2020 Q4	$0	Buy	+5	New	+$168	﹤0.01%	215

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

Defined Wealth Management's BHF Position: Q1 2021 in Review

Defined Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 5 shares.

Defined Wealth Management first reported a position in BHF in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

Defined Wealth Management reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 5 Brighthouse Financial shares in Q1 2021.
Defined Wealth Management first reported a position in Brighthouse Financial in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Brighthouse Financial position peaked at $0 in Q4 2020.
419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.