Beacon Pointe Advisors’s Bright Horizons BFAM Stock Holding History

Beacon Pointe 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
2024 Q4	–	Sell	-3,126	Closed	-$438K	–	1208
2024 Q3	$438K	Sell	3,126 -75	-2%	-$9.7K	0.01%	899
2024 Q2	$352K	Buy	3,201 +20	+0.6%	+$2.16K	﹤0.01%	1004
2024 Q1	$361K	Buy	3,181 +48	+2%	+$5.06K	﹤0.01%	1038
2023 Q4	$295K	Sell	3,133 -226	-7%	-$19.3K	﹤0.01%	1086
2023 Q3	$274K	Buy	3,359 +77	+2%	+$7.11K	﹤0.01%	1110
2023 Q2	$303K	Sell	3,282 -512	-13%	-$43.3K	0.01%	881
2023 Q1	$292K	Buy	3,794 +361	+11%	+$27.8K	0.01%	946
2022 Q4	$217K	Buy	+3,433	New	+$225K	﹤0.01%	974
2022 Q2	–	Sell	-2,898	Closed	-$385K	–	1052
2022 Q1	$385K	Buy	+2,898	New	+$376K	0.01%	889

Other funds holding BFAM

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

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Beacon Pointe Advisors's BFAM Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Bright Horizons (BFAM) in Q4 2024, closing a stake of 3,126 shares — an estimated $438K sold.

Beacon Pointe Advisors first reported a position in BFAM in Q1 2022 and held it in 9 quarters. The position peaked at $438K in Q3 2024. 368 funds tracked by Wall St. Rank hold BFAM as of Q4 2024.

Beacon Pointe Advisors reported no remaining Bright Horizons position as of Q4 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 3,126 Bright Horizons shares in Q4 2024, an estimated $438K.
Beacon Pointe Advisors first reported a position in Bright Horizons in Q1 2022 and held it in 9 quarters.
Beacon Pointe Advisors's Bright Horizons position peaked at $438K in Q3 2024.
368 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.