BRWA
BFAM icon

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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return