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Private Advisor Group’s Brighthouse Financial BHF Stock Holding History

Private Advisor 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
2022
Q3 		– Sell
-7,856
Closed -$322K – 1937
2022
Q2 		$322K Buy
7,856
+1,021
+15% +$49.3K ﹤0.01% 1609
2022
Q1 		$353K Sell
6,835
-218
-3% -$11.6K ﹤0.01% 1587
2021
Q4 		$366K Sell
7,053
-5,999
-46% -$307K ﹤0.01% 1618
2021
Q3 		$590K Buy
13,052
+6,213
+91% +$280K ﹤0.01% 1429
2021
Q2 		$311K Buy
6,839
+97
+1% +$4.56K ﹤0.01% 1614
2021
Q1 		$298K Buy
6,742
+21
+0.3% +$863 ﹤0.01% 1547
2020
Q4 		$243K Buy
+6,721
New +$226K ﹤0.01% 1551
2020
Q3 		– Sell
-1,335
Closed -$37K – 1760
2020
Q2 		$37K Buy
+1,335
New +$36.8K ﹤0.01% 2246

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
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 $16B AUM 4.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Advisor Group's BHF Position: Q3 2022 in Review

Private Advisor Group sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 7,856 shares — an estimated $322K sold.

Private Advisor Group first reported a position in BHF in Q2 2020 and held it in 8 quarters. The position peaked at $590K in Q3 2021. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • Private Advisor Group reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
  • Private Advisor Group sold 7,856 Brighthouse Financial shares in Q3 2022, an estimated $322K.
  • Private Advisor Group first reported a position in Brighthouse Financial in Q2 2020 and held it in 8 quarters.
  • Private Advisor Group's Brighthouse Financial position peaked at $590K in Q3 2021.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.