Steward Partners Investment Advisory’s Brighthouse Financial Series B Preferred Stock BHFAO Stock Holding History

Steward Partners Investment Advisory’s Portfolio BHFAO Stock Details BHFAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,350	Closed	-$154K	–	3176
2021 Q2	$154K	Buy	+5,350	New	+$151K	﹤0.01%	1753

Other funds holding BHFAO

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Steward Partners Investment Advisory's BHFAO Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Brighthouse Financial Series B Preferred Stock (BHFAO) in Q3 2021, closing a stake of 5,350 shares — an estimated $154K sold.

Steward Partners Investment Advisory first reported a position in BHFAO in Q2 2021 and held it in 1 quarter. The position peaked at $154K in Q2 2021. 2 funds tracked by Wall St. Rank hold BHFAO as of Q3 2021.

Steward Partners Investment Advisory reported no remaining Brighthouse Financial Series B Preferred Stock position as of Q3 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,350 Brighthouse Financial Series B Preferred Stock shares in Q3 2021, an estimated $154K.
Steward Partners Investment Advisory first reported a position in Brighthouse Financial Series B Preferred Stock in Q2 2021 and held it in 1 quarter.
Steward Partners Investment Advisory's Brighthouse Financial Series B Preferred Stock position peaked at $154K in Q2 2021.
2 funds tracked by Wall St. Rank held Brighthouse Financial Series B Preferred Stock as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.