KFAA
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Klaas Financial Asset Advisors’s Brighthouse Financial BHF Stock Holding History

Klaas Financial Asset Advisors’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
-9
Closed – – 43
2022
Q3 		$0 Hold
9
– – ﹤0.01% 78
2022
Q2 		$0 Hold
9
– – ﹤0.01% 79
2022
Q1 		$0 Hold
9
– – ﹤0.01% 73
2021
Q4 		$0 Hold
9
– – ﹤0.01% 86
2021
Q3 		$0 Hold
9
– – ﹤0.01% 83
2021
Q2 		$0 Hold
9
– – ﹤0.01% 90
2021
Q1 		$0 Hold
9
– – ﹤0.01% 86
2020
Q4 		$0 Buy
+9
New +$302 ﹤0.01% 81

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

Klaas Financial Asset Advisors's BHF Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of Brighthouse Financial (BHF) in Q4 2022, closing a stake of 9 shares.

Klaas Financial Asset Advisors first reported a position in BHF in Q4 2020 and held it in 8 quarters. The position peaked at $0 in Q3 2022. 428 funds tracked by Wall St. Rank hold BHF as of Q4 2022.

  • Klaas Financial Asset Advisors reported no remaining Brighthouse Financial position as of Q4 2022 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 9 Brighthouse Financial shares in Q4 2022.
  • Klaas Financial Asset Advisors first reported a position in Brighthouse Financial in Q4 2020 and held it in 8 quarters.
  • Klaas Financial Asset Advisors's Brighthouse Financial position peaked at $0 in Q3 2022.
  • 428 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.