SFP
BHF icon

Sterling Financial Planning’s Brighthouse Financial BHF Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-48
Closed -$2K – 135
2021
Q3 		$2K Hold
48
– – ﹤0.01% 398
2021
Q2 		$2K Hold
48
– – ﹤0.01% 378
2021
Q1 		$2K Hold
48
– – ﹤0.01% 357
2020
Q4 		$2K Buy
+48
New +$1.61K ﹤0.01% 333

Other funds holding BHF

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

Sterling Financial Planning's BHF Position: Q4 2021 in Review

Sterling Financial Planning sold out of Brighthouse Financial (BHF) in Q4 2021, closing a stake of 48 shares — an estimated $2K sold.

Sterling Financial Planning first reported a position in BHF in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 431 funds tracked by Wall St. Rank hold BHF as of Q4 2021.

  • Sterling Financial Planning reported no remaining Brighthouse Financial position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 48 Brighthouse Financial shares in Q4 2021, an estimated $2K.
  • Sterling Financial Planning first reported a position in Brighthouse Financial in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Brighthouse Financial position peaked at $2K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.