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Liberty Wealth Management’s Brighthouse Financial BHF Stock Holding History

Liberty 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
2021
Q4 		– Sell
-22
Closed -$1K – 269
2021
Q3 		$1K Buy
22
+11
+100% +$496 ﹤0.01% 1098
2021
Q2 		$1K Hold
11
– – ﹤0.01% 970
2021
Q1 		$0 Hold
11
– – ﹤0.01% 932
2020
Q4 		$0 Hold
11
– – ﹤0.01% 945
2020
Q3 		$0 Hold
11
– – ﹤0.01% 858
2020
Q2 		$0 Hold
11
– – ﹤0.01% 860
2020
Q1 		$0 Hold
11
– – ﹤0.01% 892
2019
Q4 		$0 Buy
+11
New +$433 ﹤0.01% 909

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
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 $2.9T AUM 29.55% 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

Liberty Wealth Management's BHF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Brighthouse Financial (BHF) in Q4 2021, closing a stake of 22 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in BHF in Q4 2019 and held it in 8 quarters. The position peaked at $1K in Q3 2021. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

  • Liberty Wealth Management reported no remaining Brighthouse Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 22 Brighthouse Financial shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Brighthouse Financial in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Brighthouse Financial position peaked at $1K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.