B. Riley Wealth Advisors’s Bright Horizons BFAM Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-2,525	Closed	-$233K	–	1484
2023 Q2	$233K	Buy	+2,525	New	+$213K	0.01%	1267
2020 Q1	–	Sell	-1,911	Closed	-$288K	–	801
2019 Q4	$288K	Sell	1,911 -21	-1%	-$3.15K	0.02%	611
2019 Q3	$295K	Sell	1,932 -24	-1%	-$3.75K	0.03%	597
2019 Q2	$296K	Sell	1,956 -9	-0.5%	-$1.21K	0.03%	570
2019 Q1	$250K	Sell	1,965 -45	-2%	-$5.36K	0.03%	569
2018 Q4	$225K	Buy	+2,010	New	+$231K	0.03%	541
2016 Q3	–	Sell	-3,771	Closed	-$251K	–	617
2016 Q2	$251K	Sell	3,771 -86	-2%	-$5.6K	0.05%	466
2016 Q1	$250K	Buy	3,857 +101	+3%	+$6.49K	0.06%	400
2015 Q4	$251K	Buy	+3,756	New	+$243K	0.05%	419

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

B. Riley Wealth Advisors's BFAM Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Bright Horizons (BFAM) in Q3 2023, closing a stake of 2,525 shares — an estimated $233K sold.

B. Riley Wealth Advisors first reported a position in BFAM in Q4 2015 and held it in 9 quarters. The position peaked at $296K in Q2 2019. 295 funds tracked by Wall St. Rank hold BFAM as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Bright Horizons position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,525 Bright Horizons shares in Q3 2023, an estimated $233K.
B. Riley Wealth Advisors first reported a position in Bright Horizons in Q4 2015 and held it in 9 quarters.
B. Riley Wealth Advisors's Bright Horizons position peaked at $296K in Q2 2019.
295 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.