Wealthfront Advisers
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Wealthfront Advisers’s Bread Financial BFH Stock Holding History

Wealthfront Advisers’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
-2,438
Closed -$218K – 626
2021
Q1 		$218K Buy
+2,438
New +$175K ﹤0.01% 533
2020
Q3 		– Sell
-20,098
Closed -$724K – 505
2020
Q2 		$724K Buy
+20,098
New +$715K 0.01% 370

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
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wealthfront Advisers's BFH Position: Q2 2021 in Review

Wealthfront Advisers sold out of Bread Financial (BFH) in Q2 2021, closing a stake of 2,438 shares — an estimated $218K sold.

Wealthfront Advisers first reported a position in BFH in Q2 2020 and held it in 2 quarters. The position peaked at $724K in Q2 2020. 386 funds tracked by Wall St. Rank hold BFH as of Q2 2021.

  • Wealthfront Advisers reported no remaining Bread Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthfront Advisers sold 2,438 Bread Financial shares in Q2 2021, an estimated $218K.
  • Wealthfront Advisers first reported a position in Bread Financial in Q2 2020 and held it in 2 quarters.
  • Wealthfront Advisers's Bread Financial position peaked at $724K in Q2 2020.
  • 386 funds tracked by Wall St. Rank held Bread Financial as of Q2 2021.

Based on Wealthfront Advisers's 13F filing for Q2 2021, filed 16 Aug 2021.