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WR Wealth Planners’s Brighthouse Financial BHF Stock Holding History

WR Wealth Planners’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 		– Sell
-13
Closed -$533 – 527
2022
Q2 		$533 Hold
13
– – ﹤0.01% 473
2022
Q1 		$672 Buy
+13
New +$694 ﹤0.01% 471

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's BHF Position: Q3 2022 in Review

WR Wealth Planners sold out of Brighthouse Financial (BHF) in Q3 2022, closing a stake of 13 shares — an estimated $533 sold.

WR Wealth Planners first reported a position in BHF in Q1 2022 and held it in 2 quarters. The position peaked at $672 in Q1 2022. 413 funds tracked by Wall St. Rank hold BHF as of Q3 2022.

  • WR Wealth Planners reported no remaining Brighthouse Financial position as of Q3 2022 after selling out during the quarter.
  • WR Wealth Planners sold 13 Brighthouse Financial shares in Q3 2022, an estimated $533.
  • WR Wealth Planners first reported a position in Brighthouse Financial in Q1 2022 and held it in 2 quarters.
  • WR Wealth Planners's Brighthouse Financial position peaked at $672 in Q1 2022.
  • 413 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2022.

Based on WR Wealth Planners's 13F filing for Q3 2022, filed 10 Oct 2024.