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Ironwood Wealth Management (West Virginia)’s Brighthouse Financial BHF Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2021
Q3 		– Sell
-1
Closed – – 22
2021
Q2 		$0 Buy
+1
New +$47 ﹤0.01% 42

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s BHF Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Brighthouse Financial (BHF) in Q3 2021, closing a stake of 1 share.

Ironwood Wealth Management (West Virginia) first reported a position in BHF in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 411 funds tracked by Wall St. Rank hold BHF as of Q3 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining Brighthouse Financial position as of Q3 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 1 Brighthouse Financial share in Q3 2021.
  • Ironwood Wealth Management (West Virginia) first reported a position in Brighthouse Financial in Q2 2021 and held it in 1 quarter.
  • Ironwood Wealth Management (West Virginia)'s Brighthouse Financial position peaked at $0 in Q2 2021.
  • 411 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.