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WealthPLAN Partners’s Brighthouse Financial BHF Stock Holding History

WealthPLAN Partners’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
-9
Closed -$426 – 388
2023
Q2 		$426 Sell
9
-268
-97% -$11.5K ﹤0.01% 1189
2023
Q1 		$12.2K Buy
+277
New +$14.6K ﹤0.01% 817

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

WealthPLAN Partners's BHF Position: Q3 2023 in Review

WealthPLAN Partners sold out of Brighthouse Financial (BHF) in Q3 2023, closing a stake of 9 shares — an estimated $426 sold.

WealthPLAN Partners first reported a position in BHF in Q1 2023 and held it in 2 quarters. The position peaked at $12.2K in Q1 2023. 405 funds tracked by Wall St. Rank hold BHF as of Q3 2023.

  • WealthPLAN Partners reported no remaining Brighthouse Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 9 Brighthouse Financial shares in Q3 2023, an estimated $426.
  • WealthPLAN Partners first reported a position in Brighthouse Financial in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Brighthouse Financial position peaked at $12.2K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.