BAM
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Belpointe Asset Management’s Bright Horizons BFAM Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-564
Closed -$43.4K – 863
2023
Q1 		$43.4K Buy
564
+306
+119% +$23.5K ﹤0.01% 1781
2022
Q4 		$16.3K Buy
+258
New +$16.9K ﹤0.01% 2328

Other funds holding BFAM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Belpointe Asset Management's BFAM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Bright Horizons (BFAM) in Q2 2023, closing a stake of 564 shares — an estimated $43.4K sold.

Belpointe Asset Management first reported a position in BFAM in Q4 2022 and held it in 2 quarters. The position peaked at $43.4K in Q1 2023. 279 funds tracked by Wall St. Rank hold BFAM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Bright Horizons position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 564 Bright Horizons shares in Q2 2023, an estimated $43.4K.
  • Belpointe Asset Management first reported a position in Bright Horizons in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Bright Horizons position peaked at $43.4K in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.