Envestnet Asset Management
BHF icon

Envestnet Asset Management’s Brighthouse Financial BHF Stock Holding History

Envestnet Asset 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
2023
Q1 		– Sell
-9,674
Closed -$496K – 3976
2022
Q4 		$496K Buy
9,674
+1,313
+16% +$68.6K ﹤0.01% 3109
2022
Q3 		$363K Buy
+8,361
New +$381K ﹤0.01% 3230
2022
Q2 		– Sell
-5,277
Closed -$273K – 3924
2022
Q1 		$273K Buy
5,277
+564
+12% +$30.1K ﹤0.01% 3503
2021
Q4 		$244K Sell
4,713
-304
-6% -$15.6K ﹤0.01% 3538
2021
Q3 		$227K Sell
5,017
-1,559
-24% -$70.3K ﹤0.01% 3439
2021
Q2 		$299K Sell
6,576
-2,525
-28% -$119K ﹤0.01% 3290
2021
Q1 		$403K Buy
9,101
+664
+8% +$27.3K ﹤0.01% 2971
2020
Q4 		$305K Buy
+8,437
New +$283K ﹤0.01% 2915
2019
Q3 		– Sell
-7,931
Closed -$291K – 3078
2019
Q2 		$291K Buy
7,931
+1,556
+24% +$60.1K ﹤0.01% 2688
2019
Q1 		$231K Sell
6,375
-6,125
-49% -$229K ﹤0.01% 2768
2018
Q4 		$381K Buy
+12,500
New +$488K ﹤0.01% 2300
2018
Q3 		– Sell
-3,290
Closed -$131K – 1380
2018
Q2 		$131K Sell
3,290
-99
-3% -$4.76K ﹤0.01% 1886
2018
Q1 		$173K Sell
3,389
-5,361
-61% -$310K ﹤0.01% 1664
2017
Q4 		$515K Sell
8,750
-3,973
-31% -$235K ﹤0.01% 1477
2017
Q3 		$775K Buy
+12,723
New +$726K ﹤0.01% 1258

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Envestnet Asset Management's BHF Position: Q1 2023 in Review

Envestnet Asset Management sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 9,674 shares — an estimated $496K sold.

Envestnet Asset Management first reported a position in BHF in Q3 2017 and held it in 15 quarters. The position peaked at $775K in Q3 2017. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • Envestnet Asset Management reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 9,674 Brighthouse Financial shares in Q1 2023, an estimated $496K.
  • Envestnet Asset Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 15 quarters.
  • Envestnet Asset Management's Brighthouse Financial position peaked at $775K in Q3 2017.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.