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Fortitude Advisory Group’s Brighthouse Financial BHF Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-18
Closed -$1K – 324
2022
Q1 		$1K Hold
18
– – ﹤0.01% 1423
2021
Q4 		$1K Buy
+18
New +$921 ﹤0.01% 1461

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fortitude Advisory Group's BHF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Brighthouse Financial (BHF) in Q2 2022, closing a stake of 18 shares — an estimated $1K sold.

Fortitude Advisory Group first reported a position in BHF in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Brighthouse Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 18 Brighthouse Financial shares in Q2 2022, an estimated $1K.
  • Fortitude Advisory Group first reported a position in Brighthouse Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Brighthouse Financial position peaked at $1K in Q1 2022.
  • 417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.