Avantax Advisory Services’s Bright Horizons BFAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
8,531
-2
-0% -$245 0.01% 1141
2025
Q1
$1.08M Sell
8,533
-129
-1% -$15.8K 0.01% 1042
2024
Q4
$960K Sell
8,662
-142
-2% -$17.1K 0.01% 1058
2024
Q3
$1.23M Sell
8,804
-170
-2% -$22K 0.01% 922
2024
Q2
$988K Buy
+8,974
New +$970K 0.01% 979

Other funds holding BFAM

Avantax Advisory Services's BFAM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Bright Horizons (BFAM) stake by 0.02% in Q2 2025, selling an estimated $245 and leaving 8,531 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1141.

Avantax Advisory Services first reported a position in BFAM in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.23M in Q3 2024. 397 funds tracked by Wall St. Rank hold BFAM as of Q2 2025.

  • Avantax Advisory Services held 8,531 shares of Bright Horizons worth $1.05M as of Q2 2025.
  • Avantax Advisory Services sold 2 Bright Horizons shares in Q2 2025, an estimated $245.
  • Bright Horizons made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1141 holding.
  • Avantax Advisory Services first reported a position in Bright Horizons in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Bright Horizons position peaked at $1.23M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.