BWG
BFAM icon

Berry Wealth Group’s Bright Horizons BFAM Stock Holding History

Berry Wealth Group’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
2025
Q3 		– Sell
-1,967
Closed -$243K – 39
2025
Q2 		$243K Sell
1,967
-7
-0.4% -$858 0.17% 82
2025
Q1 		$251K Sell
1,974
-400
-17% -$49.1K 0.2% 79
2024
Q4 		$263K Buy
2,374
+242
+11% +$29.1K 0.19% 70
2024
Q3 		$299K Sell
2,132
-67
-3% -$8.67K 0.21% 60
2024
Q2 		$242K Sell
2,199
-320
-13% -$34.6K 0.19% 66
2024
Q1 		$286K Buy
+2,519
New +$266K 0.24% 53

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T. Rowe Price Investment Management
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Neuberger Berman Group
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Capital World Investors
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return