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Cary Street Partners Investment Advisory’s Bright Horizons BFAM Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-60
Closed -$4.89K – 740
2023
Q3 		$4.89K Hold
60
– – ﹤0.01% 1486
2023
Q2 		$5.55K Buy
60
+25
+71% +$2.11K ﹤0.01% 1385
2023
Q1 		$2.69K Hold
35
– – ﹤0.01% 1456
2022
Q4 		$2.21K Buy
+35
New +$2.29K ﹤0.01% 1500
2020
Q4 		– Sell
-95
Closed -$14K – 393
2020
Q3 		$14K Buy
+95
New +$11.9K ﹤0.01% 715

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DCP
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cary Street Partners Investment Advisory's BFAM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Bright Horizons (BFAM) in Q4 2023, closing a stake of 60 shares — an estimated $4.89K sold.

Cary Street Partners Investment Advisory first reported a position in BFAM in Q3 2020 and held it in 5 quarters. The position peaked at $14K in Q3 2020. 287 funds tracked by Wall St. Rank hold BFAM as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Bright Horizons position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 60 Bright Horizons shares in Q4 2023, an estimated $4.89K.
  • Cary Street Partners Investment Advisory first reported a position in Bright Horizons in Q3 2020 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Bright Horizons position peaked at $14K in Q3 2020.
  • 287 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.