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CFM Wealth Partners’s Bread Financial BFH Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-251
Closed -$9K – 185
2020
Q2 		$9K Hold
251
– – ﹤0.01% 403
2020
Q1 		$7K Sell
251
-37
-13% -$2.52K ﹤0.01% 456
2019
Q4 		$26K Buy
+288
New +$25.4K 0.01% 330

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
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFM Wealth Partners's BFH Position: Q3 2020 in Review

CFM Wealth Partners sold out of Bread Financial (BFH) in Q3 2020, closing a stake of 251 shares — an estimated $9K sold.

CFM Wealth Partners first reported a position in BFH in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 309 funds tracked by Wall St. Rank hold BFH as of Q3 2020.

  • CFM Wealth Partners reported no remaining Bread Financial position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 251 Bread Financial shares in Q3 2020, an estimated $9K.
  • CFM Wealth Partners first reported a position in Bread Financial in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Bread Financial position peaked at $26K in Q4 2019.
  • 309 funds tracked by Wall St. Rank held Bread Financial as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.