HWMA
BHF icon

Heritage Wealth Management (Arizona)’s Brighthouse Financial BHF Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$308 Buy
6
+3
+100% +$157 ﹤0.01% 1056
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1013
2022
Q2 		$123 Hold
3
– – ﹤0.01% 975
2022
Q1 		$0 Buy
+3
New +$160 ﹤0.01% 976
2021
Q3 		$0 Hold
3
– – ﹤0.01% 891
2021
Q2 		$1K Buy
+3
New +$141 ﹤0.01% 855

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BHF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Brighthouse Financial (BHF) stake by 100% in Q4 2022, buying an estimated $157 and bringing the position to 6 shares worth $308. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Heritage Wealth Management (Arizona) first reported a position in BHF in Q2 2021 and has held it in 6 quarters since. The position peaked at $1K in Q2 2021. 428 funds tracked by Wall St. Rank hold BHF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 6 shares of Brighthouse Financial worth $308 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3 Brighthouse Financial shares in Q4 2022, an estimated $157.
  • Brighthouse Financial made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1056 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Brighthouse Financial in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Brighthouse Financial position peaked at $1K in Q2 2021.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.