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GeoWealth Management’s Bright Horizons BFAM Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-53
Closed -$7.43K – 1808
2024
Q3 		$7.43K Buy
+53
New +$6.86K ﹤0.01% 1406

Other funds holding BFAM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GeoWealth Management's BFAM Position: Q4 2024 in Review

GeoWealth Management sold out of Bright Horizons (BFAM) in Q4 2024, closing a stake of 53 shares — an estimated $7.43K sold.

GeoWealth Management first reported a position in BFAM in Q3 2024 and held it in 1 quarter. The position peaked at $7.43K in Q3 2024. 368 funds tracked by Wall St. Rank hold BFAM as of Q4 2024.

  • GeoWealth Management reported no remaining Bright Horizons position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 53 Bright Horizons shares in Q4 2024, an estimated $7.43K.
  • GeoWealth Management first reported a position in Bright Horizons in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Bright Horizons position peaked at $7.43K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.