TFO Wealth Partners’s Bread Financial BFH Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-6	Closed	-$188	–	948
2023 Q3	$188	Buy	+6	New	+$220	﹤0.01%	826

Other funds holding BFH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TFO Wealth Partners's BFH Position: Q4 2023 in Review

TFO Wealth Partners sold out of Bread Financial (BFH) in Q4 2023, closing a stake of 6 shares — an estimated $188 sold.

TFO Wealth Partners first reported a position in BFH in Q3 2023 and held it in 1 quarter. The position peaked at $188 in Q3 2023. 271 funds tracked by Wall St. Rank hold BFH as of Q4 2023.

TFO Wealth Partners reported no remaining Bread Financial position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 6 Bread Financial shares in Q4 2023, an estimated $188.
TFO Wealth Partners first reported a position in Bread Financial in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Bread Financial position peaked at $188 in Q3 2023.
271 funds tracked by Wall St. Rank held Bread Financial as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.