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Sowell Financial Services’s Brighthouse Financial BHF Stock Holding History

Sowell Financial Services’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
-2,420
Closed -$119K – 768
2021
Q1 		$119K Sell
2,420
-3,800
-61% -$156K ﹤0.01% 1288
2020
Q4 		$225K Buy
6,220
+5,372
+633% +$180K 0.01% 798
2020
Q3 		$23K Buy
848
+720
+563% +$20.9K ﹤0.01% 1491
2020
Q2 		$4K Sell
128
-8
-6% -$221 ﹤0.01% 1941
2020
Q1 		$3K Sell
136
-11
-7% -$389 ﹤0.01% 1958
2019
Q4 		$6K Sell
147
-2
-1% -$79 ﹤0.01% 1827
2019
Q3 		$6K Buy
+149
New +$5.55K ﹤0.01% 1683

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

Sowell Financial Services's BHF Position: Q2 2021 in Review

Sowell Financial Services sold out of Brighthouse Financial (BHF) in Q2 2021, closing a stake of 2,420 shares — an estimated $119K sold.

Sowell Financial Services first reported a position in BHF in Q3 2019 and held it in 7 quarters. The position peaked at $225K in Q4 2020. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2021.

  • Sowell Financial Services reported no remaining Brighthouse Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,420 Brighthouse Financial shares in Q2 2021, an estimated $119K.
  • Sowell Financial Services first reported a position in Brighthouse Financial in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Brighthouse Financial position peaked at $225K in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.