Lake Point Wealth Management’s Brighthouse Financial BHF Stock Holding History

Lake Point 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 Q2	$0	Hold	5	–	–	﹤0.01%	445
2022 Q1	$0	Hold	5	–	–	﹤0.01%	427
2021 Q4	$0	Hold	5	–	–	﹤0.01%	442
2021 Q3	$0	Hold	5	–	–	﹤0.01%	408
2021 Q2	$0	Buy	+5	New	+$235	﹤0.01%	414
2020 Q1	$3K	Buy	105 +100	+2,000%	+$3.54K	﹤0.01%	219
2019 Q4	$0	Buy	+5	New	+$197	﹤0.01%	607
2019 Q2	$0	Hold	5	–	–	﹤0.01%	665
2019 Q1	$0	Hold	5	–	–	﹤0.01%	685
2018 Q4	$0	Buy	+5	New	+$195	﹤0.01%	833

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Lake Point Wealth Management's BHF Position: Q2 2022 in Review

Lake Point Wealth Management held its Brighthouse Financial (BHF) position steady in Q2 2022 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Lake Point Wealth Management first reported a position in BHF in Q4 2018 and has held it in 10 quarters since. The position peaked at $3K in Q1 2020. 417 funds tracked by Wall St. Rank hold BHF as of Q2 2022.

Lake Point Wealth Management held 5 shares of Brighthouse Financial worth $0 as of Q2 2022.
Lake Point Wealth Management left its Brighthouse Financial share count unchanged in Q2 2022.
Brighthouse Financial made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #445 holding.
Lake Point Wealth Management first reported a position in Brighthouse Financial in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Brighthouse Financial position peaked at $3K in Q1 2020.
417 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.