Lenox Wealth Management’s Bread Financial BFH Stock Holding History

Lenox Wealth Management’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 Q2	$4K	Buy	+115	New	+$4.09K	﹤0.01%	550

Other funds holding BFH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Management's BFH Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Bread Financial (BFH) in Q2 2020: 115 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #550 among its holdings.

332 funds tracked by Wall St. Rank hold BFH as of Q2 2020.

Lenox Wealth Management held 115 shares of Bread Financial worth $4K as of Q2 2020.
Bread Financial was a new Lenox Wealth Management position in Q2 2020.
Bread Financial made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #550 holding.
332 funds tracked by Wall St. Rank held Bread Financial as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.