TIAM2
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Tru Independence Asset Management 2’s Brighthouse Financial BHF Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-33
Closed -$1K – 138
2020
Q4 		$1K Buy
+33
New +$1.11K ﹤0.01% 419

Other funds holding BHF

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

Tru Independence Asset Management 2's BHF Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Tru Independence Asset Management 2 first reported a position in BHF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 33 Brighthouse Financial shares in Q1 2021, an estimated $1K.
  • Tru Independence Asset Management 2 first reported a position in Brighthouse Financial in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Brighthouse Financial position peaked at $1K in Q4 2020.
  • 419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.