DiNuzzo Private Wealth’s Bright Horizons BFAM Stock Holding History

DiNuzzo Private Wealth’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
2026 Q2	$284	Sell	4 -1	-20%	-$72	﹤0.01%	1211
2026 Q1	$411	Sell	5 -2	-29%	-$168	﹤0.01%	1125
2025 Q4	$710	Sell	7 -1	-13%	-$101	﹤0.01%	979
2025 Q3	$945	Hold	8	–	–	﹤0.01%	893
2025 Q2	$989	Buy	8 +1	+14%	+$123	﹤0.01%	861
2025 Q1	$890	Hold	7	–	–	﹤0.01%	867
2024 Q4	$776	Sell	7 -1	-13%	-$120	﹤0.01%	937
2024 Q3	$1.12K	Buy	8 +1	+14%	+$129	﹤0.01%	815
2024 Q2	$771	Buy	7 +1	+17%	+$108	﹤0.01%	884
2024 Q1	$681	Hold	6	–	–	﹤0.01%	870
2023 Q4	$566	Buy	+6	New	+$512	﹤0.01%	937

Other funds holding BFAM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return