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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Brighthouse Financial BHF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-45
Closed -$2.31K – 326
2022
Q4 		$2.31K Buy
+45
New +$2.35K ﹤0.01% 241

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BHF Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 45 shares — an estimated $2.31K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BHF in Q4 2022 and held it in 1 quarter. The position peaked at $2.31K in Q4 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 45 Brighthouse Financial shares in Q1 2023, an estimated $2.31K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Brighthouse Financial in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Brighthouse Financial position peaked at $2.31K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.