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Holistic Financial Partners’s Bread Financial BFH Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-24
Closed -$4K – 69
2018
Q1 		$4K Hold
24
– – ﹤0.01% 382
2017
Q4 		$5K Buy
+24
New +$4.45K ﹤0.01% 375

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BWA
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Parnassus Investments
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Holistic Financial Partners's BFH Position: Q2 2018 in Review

Holistic Financial Partners sold out of Bread Financial (BFH) in Q2 2018, closing a stake of 24 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in BFH in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 530 funds tracked by Wall St. Rank hold BFH as of Q2 2018.

  • Holistic Financial Partners reported no remaining Bread Financial position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 24 Bread Financial shares in Q2 2018, an estimated $4K.
  • Holistic Financial Partners first reported a position in Bread Financial in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Bread Financial position peaked at $5K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Bread Financial as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.