Wipfli Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Wipfli 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
2022 Q3	$174K	Buy	+4,002	New	+$182K	0.01%	489

Other funds holding BHF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wipfli Financial Advisors's BHF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Brighthouse Financial (BHF) in Q3 2022: 4,002 shares worth $174K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings.

413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

Wipfli Financial Advisors held 4,002 shares of Brighthouse Financial worth $174K as of Q3 2022.
Brighthouse Financial was a new Wipfli Financial Advisors position in Q3 2022.
Brighthouse Financial made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #489 holding.
413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.