JWM
BHF icon

Janiczek Wealth Management’s Brighthouse Financial BHF Stock Holding History

Janiczek Wealth Management’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 		– Sell
-18
Closed -$1K – 1038
2022
Q3 		$1K Buy
+18
New +$819 ﹤0.01% 812

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

Janiczek Wealth Management's BHF Position: Q4 2022 in Review

Janiczek Wealth Management sold out of Brighthouse Financial (BHF) in Q4 2022, closing a stake of 18 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in BHF in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 428 funds tracked by Wall St. Rank hold BHF as of Q4 2022.

  • Janiczek Wealth Management reported no remaining Brighthouse Financial position as of Q4 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 18 Brighthouse Financial shares in Q4 2022, an estimated $1K.
  • Janiczek Wealth Management first reported a position in Brighthouse Financial in Q3 2022 and held it in 1 quarter.
  • Janiczek Wealth Management's Brighthouse Financial position peaked at $1K in Q3 2022.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2022.

Based on Janiczek Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.