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Stonebridge Financial Planning Group’s Brighthouse Financial BHF Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-17
Closed -$1K – 138
2021
Q4 		$1K Hold
17
– – ﹤0.01% 392
2021
Q3 		$1K Hold
17
– – ﹤0.01% 396
2021
Q2 		$1K Buy
+17
New +$799 ﹤0.01% 408

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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Planning Group's BHF Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Brighthouse Financial (BHF) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in BHF in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 420 funds tracked by Wall St. Rank hold BHF as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Brighthouse Financial position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 17 Brighthouse Financial shares in Q1 2022, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in Brighthouse Financial in Q2 2021 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Brighthouse Financial position peaked at $1K in Q4 2021.
  • 420 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.