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Householder Group Estate & Retirement Specialist’s Bread Financial BFH Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-17
Closed -$633 – 1200
2024
Q1 		$633 Hold
17
– – ﹤0.01% 1143
2023
Q4 		$0 Buy
+17
New +$508 ﹤0.01% 1134

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BFH Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Bread Financial (BFH) in Q2 2024, closing a stake of 17 shares — an estimated $633 sold.

Householder Group Estate & Retirement Specialist first reported a position in BFH in Q4 2023 and held it in 2 quarters. The position peaked at $633 in Q1 2024. 289 funds tracked by Wall St. Rank hold BFH as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Bread Financial position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 17 Bread Financial shares in Q2 2024, an estimated $633.
  • Householder Group Estate & Retirement Specialist first reported a position in Bread Financial in Q4 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Bread Financial position peaked at $633 in Q1 2024.
  • 289 funds tracked by Wall St. Rank held Bread Financial as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.