TRUE Private Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

TRUE Private Wealth Advisors’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	-162	Closed	-$5K	–	282
2020 Q4	$5K	Sell	162 -19	-10%	-$638	﹤0.01%	601
2020 Q3	$4K	Sell	181 -174	-49%	-$5.05K	﹤0.01%	574
2020 Q2	$9K	Sell	355 -194	-35%	-$5.35K	﹤0.01%	500
2020 Q1	$13K	Sell	549 -62	-10%	-$2.19K	﹤0.01%	411
2019 Q4	$23K	Buy	+611	New	+$24K	﹤0.01%	468
2019 Q3	–	Sell	-644	Closed	-$23K	–	267
2019 Q2	$23K	Buy	+644	New	+$24.9K	﹤0.01%	443
2018 Q4	–	Sell	-1,084	Closed	-$48K	–	304
2018 Q3	$48K	Buy	+1,084	New	+$45.7K	0.01%	470

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's BHF Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Brighthouse Financial (BHF) in Q1 2021, closing a stake of 162 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in BHF in Q3 2018 and held it in 7 quarters. The position peaked at $48K in Q3 2018. 419 funds tracked by Wall St. Rank hold BHF as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Brighthouse Financial position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 162 Brighthouse Financial shares in Q1 2021, an estimated $5K.
TRUE Private Wealth Advisors first reported a position in Brighthouse Financial in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Brighthouse Financial position peaked at $48K in Q3 2018.
419 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.