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Macroview Investment Management’s Bread Financial BFH Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-179
Closed -$8.52K – 132
2024
Q3 		$8.52K Buy
+179
New +$9.11K 0.01% 302

Other funds holding BFH

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macroview Investment Management's BFH Position: Q4 2024 in Review

Macroview Investment Management sold out of Bread Financial (BFH) in Q4 2024, closing a stake of 179 shares — an estimated $8.52K sold.

Macroview Investment Management first reported a position in BFH in Q3 2024 and held it in 1 quarter. The position peaked at $8.52K in Q3 2024. 328 funds tracked by Wall St. Rank hold BFH as of Q4 2024.

  • Macroview Investment Management reported no remaining Bread Financial position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 179 Bread Financial shares in Q4 2024, an estimated $8.52K.
  • Macroview Investment Management first reported a position in Bread Financial in Q3 2024 and held it in 1 quarter.
  • Macroview Investment Management's Bread Financial position peaked at $8.52K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Bread Financial as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.