JPLA
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Joseph P. Lucia & Associates’s Brighthouse Financial BHF Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-1
Closed – – 164
2021
Q3 		$0 Hold
1
– – ﹤0.01% 584
2021
Q2 		$0 Buy
+1
New +$47 ﹤0.01% 573

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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Joseph P. Lucia & Associates's BHF Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Brighthouse Financial (BHF) in Q4 2021, closing a stake of 1 share.

Joseph P. Lucia & Associates first reported a position in BHF in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Brighthouse Financial position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1 Brighthouse Financial share in Q4 2021.
  • Joseph P. Lucia & Associates first reported a position in Brighthouse Financial in Q2 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Brighthouse Financial position peaked at $0 in Q3 2021.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.