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Paces Ferry Wealth Advisors’s Bread Financial BFH Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-30
Closed -$1K – 225
2020
Q3 		$1K Buy
+30
New +$1.07K ﹤0.01% 774

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RCM
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TCAM
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Thrivent Financial for Lutherans
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State Street
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Northern Trust
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Arrowstreet Capital
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Paces Ferry Wealth Advisors's BFH Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Bread Financial (BFH) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in BFH in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 347 funds tracked by Wall St. Rank hold BFH as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Bread Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 30 Bread Financial shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Bread Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Bread Financial position peaked at $1K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Bread Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.