Claro Advisors’s Bright Horizons BFAM Stock Holding History

Claro Advisors’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
2024 Q4	–	Sell	-1,965	Closed	-$275K	–	495
2024 Q3	$275K	Buy	+1,965	New	+$254K	0.04%	407

Other funds holding BFAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Claro Advisors's BFAM Position: Q4 2024 in Review

Claro Advisors sold out of Bright Horizons (BFAM) in Q4 2024, closing a stake of 1,965 shares — an estimated $275K sold.

Claro Advisors first reported a position in BFAM in Q3 2024 and held it in 1 quarter. The position peaked at $275K in Q3 2024. 368 funds tracked by Wall St. Rank hold BFAM as of Q4 2024.

Claro Advisors reported no remaining Bright Horizons position as of Q4 2024 after selling out during the quarter.
Claro Advisors sold 1,965 Bright Horizons shares in Q4 2024, an estimated $275K.
Claro Advisors first reported a position in Bright Horizons in Q3 2024 and held it in 1 quarter.
Claro Advisors's Bright Horizons position peaked at $275K in Q3 2024.
368 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.