WR Wealth Planners’s Bread Financial BFH Stock Holding History

WR Wealth Planners’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	-56	Closed	-$1.7K	–	908
2023 Q1	$1.7K	Buy	+56	New	+$2.1K	﹤0.01%	791

Other funds holding BFH

TCAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

WR Wealth Planners's BFH Position: Q2 2023 in Review

WR Wealth Planners sold out of Bread Financial (BFH) in Q2 2023, closing a stake of 56 shares — an estimated $1.7K sold.

WR Wealth Planners first reported a position in BFH in Q1 2023 and held it in 1 quarter. The position peaked at $1.7K in Q1 2023. 254 funds tracked by Wall St. Rank hold BFH as of Q2 2023.

WR Wealth Planners reported no remaining Bread Financial position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 56 Bread Financial shares in Q2 2023, an estimated $1.7K.
WR Wealth Planners first reported a position in Bread Financial in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Bread Financial position peaked at $1.7K in Q1 2023.
254 funds tracked by Wall St. Rank held Bread Financial as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.