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Confluence Wealth Services’s Bright Horizons BFAM Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-214
Closed -$26K – 334
2021
Q4 		$26K Buy
+214
New +$29.7K 0.01% 653

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Confluence Wealth Services's BFAM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Bright Horizons (BFAM) in Q1 2022, closing a stake of 214 shares — an estimated $26K sold.

Confluence Wealth Services first reported a position in BFAM in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 342 funds tracked by Wall St. Rank hold BFAM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Bright Horizons position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 214 Bright Horizons shares in Q1 2022, an estimated $26K.
  • Confluence Wealth Services first reported a position in Bright Horizons in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Bright Horizons position peaked at $26K in Q4 2021.
  • 342 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.