SWP
BHF icon

ShoreHaven Wealth Partners’s Brighthouse Financial BHF Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-4
Closed – – 84
2021
Q1 		$0 Hold
4
– – ﹤0.01% 279
2020
Q4 		$1K Buy
+4
New +$134 ﹤0.01% 235

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's BHF Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Brighthouse Financial (BHF) in Q2 2021, closing a stake of 4 shares.

ShoreHaven Wealth Partners first reported a position in BHF in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Brighthouse Financial position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 4 Brighthouse Financial shares in Q2 2021.
  • ShoreHaven Wealth Partners first reported a position in Brighthouse Financial in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Brighthouse Financial position peaked at $1K in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.