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Meridian Wealth Partners’s Bread Financial BFH Stock Holding History

Meridian Wealth 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
2021
Q2 		– Sell
-31
Closed -$3K – 223
2021
Q1 		$3K Buy
+31
New +$2.23K ﹤0.01% 833

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RCM
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LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Meridian Wealth Partners's BFH Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Bread Financial (BFH) in Q2 2021, closing a stake of 31 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in BFH in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 386 funds tracked by Wall St. Rank hold BFH as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Bread Financial position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 31 Bread Financial shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Bread Financial in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Bread Financial position peaked at $3K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Bread Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.