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Clearview Wealth Advisors’s Bread Financial BFH Stock Holding History

Clearview 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
2024
Q1 		– Sell
-9,939
Closed -$327K – 106
2023
Q4 		$327K Buy
+9,939
New +$297K 0.38% 87
2021
Q3 		– Sell
-115
Closed -$10K – 654
2021
Q2 		$10K Buy
+115
New +$10.4K 0.01% 415

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's BFH Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Bread Financial (BFH) in Q1 2024, closing a stake of 9,939 shares — an estimated $327K sold.

Clearview Wealth Advisors first reported a position in BFH in Q2 2021 and held it in 2 quarters. The position peaked at $327K in Q4 2023. 278 funds tracked by Wall St. Rank hold BFH as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining Bread Financial position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 9,939 Bread Financial shares in Q1 2024, an estimated $327K.
  • Clearview Wealth Advisors first reported a position in Bread Financial in Q2 2021 and held it in 2 quarters.
  • Clearview Wealth Advisors's Bread Financial position peaked at $327K in Q4 2023.
  • 278 funds tracked by Wall St. Rank held Bread Financial as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.