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Money Concepts Capital’s Brighthouse Financial BHF Stock Holding History

Money Concepts Capital’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
-339
Closed -$17.4K – 710
2022
Q4 		$17.4K Buy
339
+301
+792% +$15.7K ﹤0.01% 1745
2022
Q3 		$2K Buy
38
+26
+217% +$1.18K ﹤0.01% 1361
2022
Q2 		$1K Sell
12
-401
-97% -$19.4K ﹤0.01% 1360
2022
Q1 		$21K Buy
+413
New +$22K ﹤0.01% 1587

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

Money Concepts Capital's BHF Position: Q1 2023 in Review

Money Concepts Capital sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 339 shares — an estimated $17.4K sold.

Money Concepts Capital first reported a position in BHF in Q1 2022 and held it in 4 quarters. The position peaked at $21K in Q1 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • Money Concepts Capital reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 339 Brighthouse Financial shares in Q1 2023, an estimated $17.4K.
  • Money Concepts Capital first reported a position in Brighthouse Financial in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Brighthouse Financial position peaked at $21K in Q1 2022.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.