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Jackson Grant Investment Advisers’s Brighthouse Financial BHF Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q2 		– Sell
-28
Closed -$1.24K – 423
2023
Q1 		$1.24K Buy
+28
New +$1.47K ﹤0.01% 431
2019
Q3 		– Sell
-52
Closed -$2K – 221
2019
Q2 		$2K Hold
52
– – ﹤0.01% 220
2019
Q1 		$2K Buy
+52
New +$1.95K ﹤0.01% 219

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jackson Grant Investment Advisers's BHF Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Brighthouse Financial (BHF) in Q2 2023, closing a stake of 28 shares — an estimated $1.24K sold.

Jackson Grant Investment Advisers first reported a position in BHF in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Brighthouse Financial position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 28 Brighthouse Financial shares in Q2 2023, an estimated $1.24K.
  • Jackson Grant Investment Advisers first reported a position in Brighthouse Financial in Q1 2019 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's Brighthouse Financial position peaked at $2K in Q2 2019.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.