CFFP
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Center for Financial Planning’s Bright Horizons BFAM Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-20
Closed -$1K – 556
2022
Q3 		$1K Buy
+20
New +$1.52K ﹤0.01% 582
2020
Q2 		– Sell
-13
Closed -$1K – 464
2020
Q1 		$1K Hold
13
– – ﹤0.01% 523
2019
Q4 		$2K Buy
+13
New +$1.95K ﹤0.01% 424

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 $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Center for Financial Planning's BFAM Position: Q4 2022 in Review

Center for Financial Planning sold out of Bright Horizons (BFAM) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in BFAM in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 288 funds tracked by Wall St. Rank hold BFAM as of Q4 2022.

  • Center for Financial Planning reported no remaining Bright Horizons position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 20 Bright Horizons shares in Q4 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in Bright Horizons in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's Bright Horizons position peaked at $2K in Q4 2019.
  • 288 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.