USCWA
BHF icon

U.S. Capital Wealth Advisors’s Brighthouse Financial BHF Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-383
Closed -$19.6K – 731
2022
Q4 		$19.6K Buy
+383
New +$20K ﹤0.01% 1110

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

U.S. Capital Wealth Advisors's BHF Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Brighthouse Financial (BHF) in Q1 2023, closing a stake of 383 shares — an estimated $19.6K sold.

U.S. Capital Wealth Advisors first reported a position in BHF in Q4 2022 and held it in 1 quarter. The position peaked at $19.6K in Q4 2022. 415 funds tracked by Wall St. Rank hold BHF as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Brighthouse Financial position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 383 Brighthouse Financial shares in Q1 2023, an estimated $19.6K.
  • U.S. Capital Wealth Advisors first reported a position in Brighthouse Financial in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Brighthouse Financial position peaked at $19.6K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.