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Private Advisory Group’s Brighthouse Financial BHF Stock Holding History

Private Advisory 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
Q1 		– Sell
-15,621
Closed -$566K – 125
2020
Q4 		$566K Buy
+15,621
New +$525K 0.19% 82
2020
Q3 		– Sell
-10,326
Closed -$287K – 104
2020
Q2 		$287K Buy
+10,326
New +$285K 0.12% 101

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Advisory Group's BHF Position: Q1 2021 in Review

Private Advisory Group sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 15,621 shares — an estimated $566K sold.

Private Advisory Group first reported a position in BHF in Q2 2020 and held it in 2 quarters. The position peaked at $566K in Q4 2020. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

  • Private Advisory Group reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
  • Private Advisory Group sold 15,621 Brighthouse Financial shares in Q1 2021, an estimated $566K.
  • Private Advisory Group first reported a position in Brighthouse Financial in Q2 2020 and held it in 2 quarters.
  • Private Advisory Group's Brighthouse Financial position peaked at $566K in Q4 2020.
  • 419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on Private Advisory Group's 13F filing for Q1 2021, filed 8 Apr 2021.