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Safeguard Investment Advisory Group’s Brighthouse Financial BHF Stock Holding History

Safeguard Investment 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
-29
Closed -$1K – 141
2020
Q4 		$1K Buy
+29
New +$974 ﹤0.01% 656

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Vanguard Group
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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

Safeguard Investment Advisory Group's BHF Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in BHF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 29 Brighthouse Financial shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Brighthouse Financial in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Brighthouse Financial position peaked at $1K in Q4 2020.
  • 419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.