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MinichMacGregor Wealth Management’s Brighthouse Financial BHF Stock Holding History

MinichMacGregor 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
-12
Closed -$615 – 148
2022
Q4 		$615 Buy
+12
New +$627 ﹤0.01% 661
2018
Q4 		– Sell
-18
Closed – – 137
2018
Q3 		$0 Hold
18
– – ﹤0.01% 523
2018
Q2 		$0 Hold
18
– – ﹤0.01% 530
2018
Q1 		$0 Hold
18
– – ﹤0.01% 510
2017
Q4 		$1K Sell
18
-7
-28% -$414 ﹤0.01% 439
2017
Q3 		$1K Buy
+25
New +$1.43K ﹤0.01% 415

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

MinichMacGregor Wealth Management sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 12 shares — an estimated $615 sold.

MinichMacGregor Wealth Management first reported a position in BHF in Q3 2017 and held it in 6 quarters. The position peaked at $1K in Q4 2017. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 12 Brighthouse Financial shares in Q1 2023, an estimated $615.
  • MinichMacGregor Wealth Management first reported a position in Brighthouse Financial in Q3 2017 and held it in 6 quarters.
  • MinichMacGregor Wealth Management's Brighthouse Financial position peaked at $1K in Q4 2017.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.