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Institutional & Family Asset Management’s BrightSpring Health Services BTSG Stock Holding History

Institutional & Family Asset Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$364 Hold
32
– – ﹤0.01% 712
2024
Q1 		$348 Buy
+32
New +$320 ﹤0.01% 709

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
WBA
Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Institutional & Family Asset Management's BTSG Position: Q2 2024 in Review

Institutional & Family Asset Management held its BrightSpring Health Services (BTSG) position steady in Q2 2024 at 32 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Institutional & Family Asset Management first reported a position in BTSG in Q1 2024 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold BTSG as of Q2 2024.

  • Institutional & Family Asset Management held 32 shares of BrightSpring Health Services worth $364 as of Q2 2024.
  • Institutional & Family Asset Management left its BrightSpring Health Services share count unchanged in Q2 2024.
  • BrightSpring Health Services made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #712 holding.
  • Institutional & Family Asset Management first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.