Halpern Financial’s Brighthouse Financial BHF Stock Holding History

Halpern Financial’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	-2	Closed	-$82	–	227
2022 Q2	$82	Buy	+2	New	+$97	﹤0.01%	313

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

Halpern Financial's BHF Position: Q3 2022 in Review

Halpern Financial sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 2 shares — an estimated $82 sold.

Halpern Financial first reported a position in BHF in Q2 2022 and held it in 1 quarter. The position peaked at $82 in Q2 2022. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

Halpern Financial reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 2 Brighthouse Financial shares in Q3 2022, an estimated $82.
Halpern Financial first reported a position in Brighthouse Financial in Q2 2022 and held it in 1 quarter.
Halpern Financial's Brighthouse Financial position peaked at $82 in Q2 2022.
413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.