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Freedman Financial Associates’s Bread Financial BFH Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-116
Closed -$6K – 46
2022
Q1 		$6K Hold
116
– – ﹤0.01% 395
2021
Q4 		$8K Sell
116
-29
-20% -$2.15K 0.01% 350
2021
Q3 		$12K Hold
145
– – 0.01% 329
2021
Q2 		$12K Hold
145
– – 0.01% 328
2021
Q1 		$13K Hold
145
– – 0.01% 328
2020
Q4 		$9K Buy
+145
New +$7.29K 0.01% 352

Other funds holding BFH

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedman Financial Associates's BFH Position: Q2 2022 in Review

Freedman Financial Associates sold out of Bread Financial (BFH) in Q2 2022, closing a stake of 116 shares — an estimated $6K sold.

Freedman Financial Associates first reported a position in BFH in Q4 2020 and held it in 6 quarters. The position peaked at $13K in Q1 2021. 286 funds tracked by Wall St. Rank hold BFH as of Q2 2022.

  • Freedman Financial Associates reported no remaining Bread Financial position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 116 Bread Financial shares in Q2 2022, an estimated $6K.
  • Freedman Financial Associates first reported a position in Bread Financial in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Bread Financial position peaked at $13K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held Bread Financial as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.