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BerganKDV Wealth Management’s Bright Horizons BFAM Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-13
Closed -$1K – 961
2020
Q1 		$1K Hold
13
– – ﹤0.01% 792
2019
Q4 		$2K Buy
+13
New +$1.95K ﹤0.01% 752

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BerganKDV Wealth Management's BFAM Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Bright Horizons (BFAM) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in BFAM in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 340 funds tracked by Wall St. Rank hold BFAM as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Bright Horizons position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 13 Bright Horizons shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Bright Horizons in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Bright Horizons position peaked at $2K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.