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TWA
TCI Wealth Advisors’s
Bread Financial
BFH
Stock Holding History
TCI Wealth Advisors’s Portfolio
BFH Stock Details
BFH Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-75
Closed
-$2.27K
–
435
2023
Q1
$2.27K
Sell
75
-120
-62%
-$4.49K
﹤0.01%
1937
2022
Q4
$7.34K
Sell
195
-360
-65%
-$13K
﹤0.01%
1278
2022
Q3
$17K
Buy
555
+197
+55%
+$7.72K
﹤0.01%
724
2022
Q2
$13K
Buy
358
+69
+24%
+$3.52K
﹤0.01%
837
2022
Q1
$16K
Buy
289
+252
+681%
+$16.5K
﹤0.01%
790
2021
Q4
$2K
Sell
37
-61
-62%
-$4.51K
﹤0.01%
2069
2021
Q3
$8K
Buy
98
+52
+113%
+$4.02K
﹤0.01%
1227
2021
Q2
$4K
Hold
46
–
–
﹤0.01%
1532
2021
Q1
$4K
Hold
46
–
–
﹤0.01%
1342
2020
Q4
$3K
Buy
46
+6
+15%
+$302
﹤0.01%
1061
2020
Q3
$1K
Buy
40
+25
+167%
+$889
﹤0.01%
1276
2020
Q2
$1K
Buy
+15
New
+$533
﹤0.01%
1209
2020
Q1
–
Sell
-13
Closed
-$1K
–
1480
2019
Q4
$1K
Sell
13
-7
-35%
-$618
﹤0.01%
1286
2019
Q3
$2K
Sell
20
-4
-17%
-$451
﹤0.01%
1035
2019
Q2
$3K
Buy
24
+20
+500%
+$2.42K
﹤0.01%
874
2019
Q1
$1K
Buy
+4
New
+$545
﹤0.01%
1154
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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