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CSat Investment Advisory’s Bright Horizons BFAM Stock Holding History

CSat 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
2020
Q4 		– Sell
-209
Closed -$32K – 568
2020
Q3 		$32K Buy
209
+26
+14% +$3.27K ﹤0.01% 747
2020
Q2 		$21K Buy
183
+3
+2% +$342 ﹤0.01% 816
2020
Q1 		$18K Buy
180
+32
+22% +$4.71K ﹤0.01% 741
2019
Q4 		$22K Buy
148
+18
+14% +$2.7K 0.01% 754
2019
Q3 		$20K Buy
130
+18
+16% +$2.81K 0.01% 706
2019
Q2 		$17K Buy
+112
New +$15K 0.01% 720

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's BFAM Position: Q4 2020 in Review

CSat Investment Advisory sold out of Bright Horizons (BFAM) in Q4 2020, closing a stake of 209 shares — an estimated $32K sold.

CSat Investment Advisory first reported a position in BFAM in Q2 2019 and held it in 6 quarters. The position peaked at $32K in Q3 2020. 357 funds tracked by Wall St. Rank hold BFAM as of Q4 2020.

  • CSat Investment Advisory reported no remaining Bright Horizons position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 209 Bright Horizons shares in Q4 2020, an estimated $32K.
  • CSat Investment Advisory first reported a position in Bright Horizons in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Bright Horizons position peaked at $32K in Q3 2020.
  • 357 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.