IWP
BFAM icon

Icon Wealth Partners’s Bright Horizons BFAM Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-138
Closed -$18K – 224
2019
Q1 		$18K Buy
+138
New +$16.4K 0.01% 576
2018
Q3 		– Sell
-30
Closed -$3K – 317
2018
Q2 		$3K Buy
+30
New +$3.01K ﹤0.01% 784

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Massachusetts Financial Services
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Partners's BFAM Position: Q2 2019 in Review

Icon Wealth Partners sold out of Bright Horizons (BFAM) in Q2 2019, closing a stake of 138 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in BFAM in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 329 funds tracked by Wall St. Rank hold BFAM as of Q2 2019.

  • Icon Wealth Partners reported no remaining Bright Horizons position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 138 Bright Horizons shares in Q2 2019, an estimated $18K.
  • Icon Wealth Partners first reported a position in Bright Horizons in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's Bright Horizons position peaked at $18K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.