CFFP
BFH icon

Center for Financial Planning’s Bread Financial BFH Stock Holding History

Center for Financial Planning’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
2021
Q3 		– Sell
-125
Closed -$10K – 495
2021
Q2 		$10K Hold
125
– – ﹤0.01% 361
2021
Q1 		$11K Buy
+125
New +$8.97K ﹤0.01% 369

Other funds holding BFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Center for Financial Planning's BFH Position: Q3 2021 in Review

Center for Financial Planning sold out of Bread Financial (BFH) in Q3 2021, closing a stake of 125 shares — an estimated $10K sold.

Center for Financial Planning first reported a position in BFH in Q1 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 357 funds tracked by Wall St. Rank hold BFH as of Q3 2021.

  • Center for Financial Planning reported no remaining Bread Financial position as of Q3 2021 after selling out during the quarter.
  • Center for Financial Planning sold 125 Bread Financial shares in Q3 2021, an estimated $10K.
  • Center for Financial Planning first reported a position in Bread Financial in Q1 2021 and held it in 2 quarters.
  • Center for Financial Planning's Bread Financial position peaked at $11K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held Bread Financial as of Q3 2021.

Based on Center for Financial Planning's 13F filing for Q3 2021, filed 27 Oct 2021.