Next Financial Group’s Brighthouse Financial BHF Stock Holding History

Next Financial Group’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	$6K	Hold	109	–	–	﹤0.01%	2351
2021 Q3	$5K	Buy	109 +9	+9%	+$406	﹤0.01%	2240
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	2181
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	2143
2020 Q4	$4K	Buy	100 +27	+37%	+$907	﹤0.01%	2024
2020 Q3	$2K	Buy	+73	New	+$2.12K	﹤0.01%	2008
2020 Q2	–	Sell	-95	Closed	-$2K	–	732
2020 Q1	$2K	Sell	95 -71	-43%	-$2.51K	﹤0.01%	1902
2019 Q4	$7K	Sell	166 -2	-1%	-$79	﹤0.01%	1867
2019 Q3	$7K	Hold	168	–	–	﹤0.01%	1801
2019 Q2	$6K	Buy	168 +64	+62%	+$2.47K	﹤0.01%	1817
2019 Q1	$4K	Sell	104 -118	-53%	-$4.42K	﹤0.01%	1288
2018 Q4	$7K	Sell	222 -25	-10%	-$975	﹤0.01%	1433
2018 Q3	$11K	Buy	+247	New	+$10.4K	0.01%	956
2017 Q4	–	Sell	-573	Closed	-$35K	–	370
2017 Q3	$35K	Buy	+573	New	+$32.7K	0.01%	800

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Next Financial Group's BHF Position: Q4 2021 in Review

Next Financial Group held its Brighthouse Financial (BHF) position steady in Q4 2021 at 109 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Next Financial Group first reported a position in BHF in Q3 2017 and has held it in 14 quarters since. The position peaked at $35K in Q3 2017. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

Next Financial Group held 109 shares of Brighthouse Financial worth $6K as of Q4 2021.
Next Financial Group left its Brighthouse Financial share count unchanged in Q4 2021.
Brighthouse Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2351 holding.
Next Financial Group first reported a position in Brighthouse Financial in Q3 2017 and has held it in 14 quarters since.
Next Financial Group's Brighthouse Financial position peaked at $35K in Q3 2017.
431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.