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Spire Wealth Management’s Bread Financial BFH Stock Holding History

Spire Wealth 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
2023
Q2 		– Sell
-22
Closed -$667 – 2403
2023
Q1 		$667 Sell
22
-71
-76% -$2.66K ﹤0.01% 2441
2022
Q4 		$4K Buy
+93
New +$3.36K ﹤0.01% 1869
2022
Q1 		– Sell
-450
Closed -$30K – 2540
2021
Q4 		$30K Buy
+450
New +$33.3K ﹤0.01% 1945
2021
Q2 		– Sell
-564
Closed -$53K – 2612
2021
Q1 		$53K Buy
+564
New +$40.5K ﹤0.01% 1693

Other funds holding BFH

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return