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Sowa Financial Group’s Bread Financial BFH Stock Holding History

Sowa Financial 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
Q1 		– Sell
-188
Closed -$11K – 88
2020
Q4 		$11K Buy
+188
New +$9.45K 0.01% 226
2020
Q3 		– Sell
-188
Closed -$7K – 239
2020
Q2 		$7K Hold
188
– – 0.01% 246
2020
Q1 		$5K Hold
188
– – ﹤0.01% 248
2019
Q4 		$17K Buy
+188
New +$16.6K 0.01% 184

Other funds holding BFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AG
Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sowa Financial Group's BFH Position: Q1 2021 in Review

Sowa Financial Group sold out of Bread Financial (BFH) in Q1 2021, closing a stake of 188 shares — an estimated $11K sold.

Sowa Financial Group first reported a position in BFH in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 383 funds tracked by Wall St. Rank hold BFH as of Q1 2021.

  • Sowa Financial Group reported no remaining Bread Financial position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 188 Bread Financial shares in Q1 2021, an estimated $11K.
  • Sowa Financial Group first reported a position in Bread Financial in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's Bread Financial position peaked at $17K in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Bread Financial as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.