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Atlas Private Wealth Advisors’s Bread Financial BFH Stock Holding History

Atlas Private Wealth Advisors’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14
Closed – – 752
2020
Q3 		$0 Hold
14
– – ﹤0.01% 671
2020
Q2 		$0 Buy
+14
New +$498 ﹤0.01% 693

Other funds holding BFH

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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atlas Private Wealth Advisors's BFH Position: Q4 2020 in Review

Atlas Private Wealth Advisors sold out of Bread Financial (BFH) in Q4 2020, closing a stake of 14 shares.

Atlas Private Wealth Advisors first reported a position in BFH in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 347 funds tracked by Wall St. Rank hold BFH as of Q4 2020.

  • Atlas Private Wealth Advisors reported no remaining Bread Financial position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 14 Bread Financial shares in Q4 2020.
  • Atlas Private Wealth Advisors first reported a position in Bread Financial in Q2 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Bread Financial position peaked at $0 in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Bread Financial as of Q4 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.