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Newbridge Financial Services Group’s Bread Financial BFH Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-63
Closed -$5K – 1419
2021
Q3 		$5K Buy
+63
New +$4.87K ﹤0.01% 1001

Other funds holding BFH

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Vanguard Group
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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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return

Newbridge Financial Services Group's BFH Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Bread Financial (BFH) in Q4 2021, closing a stake of 63 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in BFH in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 346 funds tracked by Wall St. Rank hold BFH as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Bread Financial position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 63 Bread Financial shares in Q4 2021, an estimated $5K.
  • Newbridge Financial Services Group first reported a position in Bread Financial in Q3 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Bread Financial position peaked at $5K in Q3 2021.
  • 346 funds tracked by Wall St. Rank held Bread Financial as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.