BCWM
BFAM icon

Bartlett & Co Wealth Management’s Bright Horizons BFAM Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-18
Closed -$3.11K – 1114
2020
Q4 		$3.11K Buy
+18
New +$2.95K ﹤0.01% 857

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Bartlett & Co Wealth Management's BFAM Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Bright Horizons (BFAM) in Q1 2021, closing a stake of 18 shares — an estimated $3.11K sold.

Bartlett & Co Wealth Management first reported a position in BFAM in Q4 2020 and held it in 1 quarter. The position peaked at $3.11K in Q4 2020. 345 funds tracked by Wall St. Rank hold BFAM as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Bright Horizons position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 18 Bright Horizons shares in Q1 2021, an estimated $3.11K.
  • Bartlett & Co Wealth Management first reported a position in Bright Horizons in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Bright Horizons position peaked at $3.11K in Q4 2020.
  • 345 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.