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Clarus Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-43
Closed -$6K – 179
2019
Q2 		$6K Hold
43
– – ﹤0.01% 471
2019
Q1 		$5K Sell
43
-6
-12% -$715 ﹤0.01% 566
2018
Q4 		$5K Hold
49
– – 0.01% 573
2018
Q3 		$6K Sell
49
-5
-9% -$565 ﹤0.01% 590
2018
Q2 		$5K Buy
+54
New +$5.42K ﹤0.01% 604

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clarus Wealth Advisors's BFAM Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Bright Horizons (BFAM) in Q3 2019, closing a stake of 43 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in BFAM in Q2 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2019. 347 funds tracked by Wall St. Rank hold BFAM as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Bright Horizons position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 43 Bright Horizons shares in Q3 2019, an estimated $6K.
  • Clarus Wealth Advisors first reported a position in Bright Horizons in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Bright Horizons position peaked at $6K in Q2 2019.
  • 347 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.