HWMA
BFAM icon

Heritage Wealth Management (Arizona)’s Bright Horizons BFAM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$310K Sell
2,812
-320
-10% -$34.6K 0.17% 114
2024
Q1 		$355K Sell
3,132
-33
-1% -$3.48K 0.18% 109
2023
Q4 		$298K Buy
+3,165
New +$270K 0.16% 120
2022
Q4 		$530K Buy
8,402
+5,857
+230% +$383K 0.08% 202
2022
Q3 		$147K Sell
2,545
-118
-4% -$8.98K 0.05% 282
2022
Q2 		$225K Buy
2,663
+358
+16% +$35.6K 0.07% 214
2022
Q1 		$306K Buy
+2,305
New +$299K 0.08% 186
2021
Q3 		$157K Buy
1,126
+169
+18% +$24.8K 0.06% 258
2021
Q2 		$141K Buy
957
+564
+144% +$84.4K 0.05% 277
2021
Q1 		$67K Buy
+393
New +$64.8K 0.04% 315

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Brown Advisory
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William Blair Investment Management
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