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Mascoma Wealth Management’s Brighthouse Financial BHF Stock Holding History

Mascoma 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
2023
Q1 		– Sell
-15
Closed -$769 – 598
2022
Q4 		$769 Buy
+15
New +$784 ﹤0.01% 592
2018
Q4 		– Sell
-22
Closed -$1K – 373
2018
Q3 		$1K Hold
22
– – ﹤0.01% 377
2018
Q2 		$1K Hold
22
– – ﹤0.01% 379
2018
Q1 		$1K Hold
22
– – ﹤0.01% 360
2017
Q4 		$1K Buy
+22
New +$1.3K ﹤0.01% 360

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Mascoma Wealth Management's BHF Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 15 shares — an estimated $769 sold.

Mascoma Wealth Management first reported a position in BHF in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • Mascoma Wealth Management reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 15 Brighthouse Financial shares in Q1 2023, an estimated $769.
  • Mascoma Wealth Management first reported a position in Brighthouse Financial in Q4 2017 and held it in 5 quarters.
  • Mascoma Wealth Management's Brighthouse Financial position peaked at $1K in Q3 2018.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.