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Arete Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Arete Wealth Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,965
Closed -$506K – 374
2020
Q1 		$506K Sell
4,965
-477
-9% -$70.1K 0.1% 193
2019
Q4 		$818K Sell
5,442
-71
-1% -$10.7K 0.14% 171
2019
Q3 		$841K Buy
+5,513
New +$862K 0.16% 155

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's BFAM Position: Q2 2020 in Review

Arete Wealth Advisors sold out of Bright Horizons (BFAM) in Q2 2020, closing a stake of 4,965 shares — an estimated $506K sold.

Arete Wealth Advisors first reported a position in BFAM in Q3 2019 and held it in 3 quarters. The position peaked at $841K in Q3 2019. 340 funds tracked by Wall St. Rank hold BFAM as of Q2 2020.

  • Arete Wealth Advisors reported no remaining Bright Horizons position as of Q2 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,965 Bright Horizons shares in Q2 2020, an estimated $506K.
  • Arete Wealth Advisors first reported a position in Bright Horizons in Q3 2019 and held it in 3 quarters.
  • Arete Wealth Advisors's Bright Horizons position peaked at $841K in Q3 2019.
  • 340 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2020.

Based on Arete Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.