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Ropes Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-22
Closed -$1K – 300
2020
Q4 		$1K Buy
+22
New +$739 ﹤0.01% 690
2019
Q4 		– Sell
-11
Closed – – 534
2019
Q3 		$0 Buy
+11
New +$410 ﹤0.01% 549
2018
Q2 		– Sell
-39
Closed -$2K – 561
2018
Q1 		$2K Hold
39
– – ﹤0.01% 532
2017
Q4 		$2K Buy
+39
New +$2.31K ﹤0.01% 713

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

Ropes Wealth Advisors's BHF Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in BHF in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 22 Brighthouse Financial shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Brighthouse Financial in Q4 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's Brighthouse Financial position peaked at $2K in Q1 2018.
  • 419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.