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Parisi Gray Wealth Management’s Brighthouse Financial BHF Stock Holding History

Parisi Gray 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
2021
Q3 		– Sell
-74
Closed -$3K – 178
2021
Q2 		$3K Buy
+74
New +$3.48K ﹤0.01% 531
2019
Q1 		– Sell
-2
Closed – – 532
2018
Q4 		$0 Hold
2
– – ﹤0.01% 576
2018
Q3 		$0 Hold
2
– – ﹤0.01% 581
2018
Q2 		$0 Buy
+2
New +$96 ﹤0.01% 608
2018
Q1 		– Sell
-14
Closed -$1K – 611
2017
Q4 		$1K Buy
+14
New +$828 ﹤0.01% 628

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Parisi Gray Wealth Management's BHF Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Brighthouse Financial (BHF) in Q3 2021, closing a stake of 74 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in BHF in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 411 funds tracked by Wall St. Rank hold BHF as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Brighthouse Financial position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 74 Brighthouse Financial shares in Q3 2021, an estimated $3K.
  • Parisi Gray Wealth Management first reported a position in Brighthouse Financial in Q4 2017 and held it in 5 quarters.
  • Parisi Gray Wealth Management's Brighthouse Financial position peaked at $3K in Q2 2021.
  • 411 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.