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Patriot Financial Group Insurance Agency’s Brighthouse Financial BHF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-125
Closed -$5K – 563
2022
Q2 		$5K Buy
125
+7
+6% +$338 ﹤0.01% 1458
2022
Q1 		$6K Hold
118
– – ﹤0.01% 1533
2021
Q4 		$6K Hold
118
– – ﹤0.01% 1642
2021
Q3 		$5K Hold
118
– – ﹤0.01% 1677
2021
Q2 		$5K Hold
118
– – ﹤0.01% 1633
2021
Q1 		$5K Hold
118
– – ﹤0.01% 1535
2020
Q4 		$4K Sell
118
-40
-25% -$1.34K ﹤0.01% 1466
2020
Q3 		$4K Hold
158
– – ﹤0.01% 1269
2020
Q2 		$4K Sell
158
-18
-10% -$496 ﹤0.01% 1213
2020
Q1 		$4K Sell
176
-11
-6% -$389 ﹤0.01% 1115
2019
Q4 		$7K Sell
187
-341
-65% -$13.4K ﹤0.01% 900
2019
Q3 		$21K Sell
528
-4
-0.8% -$149 0.01% 630
2019
Q2 		$19K Buy
532
+27
+5% +$1.04K 0.01% 652
2019
Q1 		$18K Buy
505
+58
+13% +$2.17K 0.01% 569
2018
Q4 		$14K Sell
447
-8
-2% -$312 0.01% 545
2018
Q3 		$20K Buy
455
+328
+258% +$13.8K 0.01% 481
2018
Q2 		$5K Buy
+127
New +$6.11K 0.01% 467
2018
Q1 		– Sell
-749
Closed -$46K – 951
2017
Q4 		$46K Sell
749
-132
-15% -$7.81K 0.03% 311
2017
Q3 		$53K Buy
+881
New +$50.3K 0.05% 249

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BHF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 125 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in BHF in Q3 2017 and held it in 19 quarters. The position peaked at $53K in Q3 2017. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 125 Brighthouse Financial shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Brighthouse Financial in Q3 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Brighthouse Financial position peaked at $53K in Q3 2017.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.