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Wealth Quarterback’s Brighthouse Financial BHF Stock Holding History

Wealth Quarterback’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
Q3 		$1K Sell
1
-8
-89% -$361 ﹤0.01% 766
2021
Q2 		$1K Buy
+9
New +$423 ﹤0.01% 787
2020
Q2 		– Sell
-140
Closed -$3.38K – 173
2020
Q1 		$3.38K Hold
140
– – ﹤0.01% 670
2019
Q4 		$5.49K Buy
+140
New +$5.51K ﹤0.01% 623

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Wealth Quarterback's BHF Position: Q3 2021 in Review

Wealth Quarterback reduced its Brighthouse Financial (BHF) stake by 89% in Q3 2021, selling an estimated $361 and leaving 1 share worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Wealth Quarterback first reported a position in BHF in Q4 2019 and has held it in 4 quarters since. The position peaked at $5.49K in Q4 2019. 411 funds tracked by Wall St. Rank hold BHF as of Q3 2021.

  • Wealth Quarterback held 1 share of Brighthouse Financial worth $1K as of Q3 2021.
  • Wealth Quarterback sold 8 Brighthouse Financial shares in Q3 2021, an estimated $361.
  • Brighthouse Financial made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #766 holding.
  • Wealth Quarterback first reported a position in Brighthouse Financial in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Brighthouse Financial position peaked at $5.49K in Q4 2019.
  • 411 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.