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WealthPlan Investment Management’s Brighthouse Financial BHF Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-7
Closed -$331 – 176
2023
Q2 		$331 Hold
7
– – ﹤0.01% 355
2023
Q1 		$309 Buy
+7
New +$368 ﹤0.01% 430

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

WealthPlan Investment Management's BHF Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 7 shares — an estimated $331 sold.

WealthPlan Investment Management first reported a position in BHF in Q1 2023 and held it in 2 quarters. The position peaked at $331 in Q2 2023. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 7 Brighthouse Financial shares in Q3 2023, an estimated $331.
  • WealthPlan Investment Management first reported a position in Brighthouse Financial in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Brighthouse Financial position peaked at $331 in Q2 2023.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.