AWM
BFAM icon

Avior Wealth Management’s Bright Horizons BFAM Stock Holding History

Avior Wealth Management’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
2025
Q3 		– Sell
-2,915
Closed -$360K – 714
2025
Q2 		$360K Sell
2,915
-746
-20% -$91.5K 0.01% 523
2025
Q1 		$465K Sell
3,661
-642
-15% -$78.8K 0.02% 425
2024
Q4 		$477K Sell
4,303
-371
-8% -$44.6K 0.02% 459
2024
Q3 		$655K Buy
4,674
+133
+3% +$17.2K 0.03% 390
2024
Q2 		$500K Sell
4,541
-280
-6% -$30.3K 0.02% 434
2024
Q1 		$547K Buy
4,821
+382
+9% +$40.3K 0.03% 418
2023
Q4 		$418K Buy
4,439
+261
+6% +$22.3K 0.03% 378
2023
Q3 		$340K Buy
4,178
+629
+18% +$58.1K 0.02% 417
2023
Q2 		$328K Buy
+3,549
New +$300K 0.02% 433

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