Graves Light Lenhart Wealth’s Brighthouse Financial BHF Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-198	Closed	-$8K	–	207
2022 Q2	$8K	Hold	198	–	–	﹤0.01%	501
2022 Q1	$10K	Hold	198	–	–	﹤0.01%	535
2021 Q4	$10K	Hold	198	–	–	﹤0.01%	598
2021 Q3	$9K	Hold	198	–	–	﹤0.01%	565
2021 Q2	$9K	Hold	198	–	–	﹤0.01%	568
2021 Q1	$9K	Hold	198	–	–	﹤0.01%	575
2020 Q4	$7K	Buy	+198	New	+$6.65K	﹤0.01%	581

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Graves Light Lenhart Wealth's BHF Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 198 shares — an estimated $8K sold.

Graves Light Lenhart Wealth first reported a position in BHF in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 198 Brighthouse Financial shares in Q3 2022, an estimated $8K.
Graves Light Lenhart Wealth first reported a position in Brighthouse Financial in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Brighthouse Financial position peaked at $10K in Q1 2022.
413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.