OIA
BHF icon

Optimum Investment Advisors’s Brighthouse Financial BHF Stock Holding History

Optimum Investment Advisors’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
-40
Closed -$2.05K – 744
2022
Q4 		$2.05K Hold
40
– – ﹤0.01% 680
2022
Q3 		$2K Hold
40
– – ﹤0.01% 718
2022
Q2 		$2K Hold
40
– – ﹤0.01% 750
2022
Q1 		$2K Hold
40
– – ﹤0.01% 782
2021
Q4 		$2K Sell
40
-22
-35% -$1.13K ﹤0.01% 775
2021
Q3 		$3K Sell
62
-63
-50% -$2.84K ﹤0.01% 778
2021
Q2 		$6K Hold
125
– – ﹤0.01% 797
2021
Q1 		$6K Hold
125
– – ﹤0.01% 807
2020
Q4 		$5K Sell
125
-36
-22% -$1.21K ﹤0.01% 777
2020
Q3 		$4K Hold
161
– – ﹤0.01% 773
2020
Q2 		$4K Buy
161
+24
+18% +$662 ﹤0.01% 760
2020
Q1 		$3K Sell
137
-24
-15% -$849 ﹤0.01% 789
2019
Q4 		$6K Sell
161
-236
-59% -$9.29K ﹤0.01% 826
2019
Q3 		$16K Hold
397
– – 0.01% 711
2019
Q2 		$15K Sell
397
-3
-0.8% -$116 ﹤0.01% 718
2019
Q1 		$15K Hold
400
– – ﹤0.01% 734
2018
Q4 		$12K Hold
400
– – ﹤0.01% 722
2018
Q3 		$18K Sell
400
-72
-15% -$3.03K 0.01% 747
2018
Q2 		$19K Sell
472
-51
-10% -$2.45K 0.01% 742
2018
Q1 		$27K Buy
+523
New +$30.2K 0.01% 647

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

Optimum Investment Advisors's BHF Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 40 shares — an estimated $2.05K sold.

Optimum Investment Advisors first reported a position in BHF in Q1 2018 and held it in 20 quarters. The position peaked at $27K in Q1 2018. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 40 Brighthouse Financial shares in Q1 2023, an estimated $2.05K.
  • Optimum Investment Advisors first reported a position in Brighthouse Financial in Q1 2018 and held it in 20 quarters.
  • Optimum Investment Advisors's Brighthouse Financial position peaked at $27K in Q1 2018.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.