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Wealthcare Advisory Partners’s Bread Financial BFH Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-55
Closed -$5K – 680
2021
Q1 		$5K Buy
+55
New +$3.95K ﹤0.01% 1628

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Wealthcare Advisory Partners's BFH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Bread Financial (BFH) in Q2 2021, closing a stake of 55 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in BFH in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 386 funds tracked by Wall St. Rank hold BFH as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Bread Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 55 Bread Financial shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in Bread Financial in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Bread Financial position peaked at $5K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Bread Financial as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.