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Valeo Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Valeo Financial 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
Q2 		– Sell
-20
Closed -$1K – 658
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1867
2020
Q4 		$1K Sell
20
-36
-64% -$1.21K ﹤0.01% 1563
2020
Q3 		$2K Buy
56
+1
+2% +$29 ﹤0.01% 1388
2020
Q2 		$2K Hold
55
– – ﹤0.01% 1726
2020
Q1 		$2K Hold
55
– – ﹤0.01% 1488
2019
Q4 		$2K Sell
55
-18
-25% -$708 ﹤0.01% 1438
2019
Q3 		$3K Buy
73
+9
+14% +$335 ﹤0.01% 1305
2019
Q2 		$2K Sell
64
-37
-37% -$1.43K ﹤0.01% 1382
2019
Q1 		$4K Hold
101
– – ﹤0.01% 1220
2018
Q4 		$3K Sell
101
-29
-22% -$1.13K ﹤0.01% 1190
2018
Q3 		$5K Sell
130
-1
-0.8% -$42 ﹤0.01% 1175
2018
Q2 		$5K Buy
131
+14
+12% +$673 ﹤0.01% 1120
2018
Q1 		$6K Sell
117
-103
-47% -$5.95K ﹤0.01% 1065
2017
Q4 		$13K Sell
220
-25
-10% -$1.48K ﹤0.01% 767
2017
Q3 		$15K Buy
+245
New +$14K ﹤0.01% 608

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
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

Valeo Financial Advisors's BHF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Brighthouse Financial (BHF) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BHF in Q3 2017 and held it in 15 quarters. The position peaked at $15K in Q3 2017. 410 funds tracked by Wall St. Rank hold BHF as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Brighthouse Financial position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 Brighthouse Financial shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Brighthouse Financial in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Brighthouse Financial position peaked at $15K in Q3 2017.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.