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Curi Wealth Management’s Bright Horizons BFAM Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-46
Closed -$4K – 241
2022
Q2 		$4K Hold
46
– – ﹤0.01% 468
2022
Q1 		$6K Hold
46
– – ﹤0.01% 404
2021
Q4 		$5K Buy
+46
New +$6.39K ﹤0.01% 368
2021
Q1 		– Sell
-46
Closed -$7K – 138
2020
Q4 		$7K Buy
+46
New +$7.53K 0.01% 285

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return

Curi Wealth Management's BFAM Position: Q3 2022 in Review

Curi Wealth Management sold out of Bright Horizons (BFAM) in Q3 2022, closing a stake of 46 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in BFAM in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 291 funds tracked by Wall St. Rank hold BFAM as of Q3 2022.

  • Curi Wealth Management reported no remaining Bright Horizons position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 46 Bright Horizons shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in Bright Horizons in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Bright Horizons position peaked at $7K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.