Lenox Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$8K	Hold	59	–	–	﹤0.01%	513
2021 Q4	$7K	Hold	59	–	–	﹤0.01%	549
2021 Q3	$8K	Hold	59	–	–	﹤0.01%	495
2021 Q2	$9K	Hold	59	–	–	﹤0.01%	482
2021 Q1	$10K	Hold	59	–	–	﹤0.01%	417
2020 Q4	$10K	Hold	59	–	–	﹤0.01%	425
2020 Q3	$9K	Sell	59 -12	-17%	-$1.51K	﹤0.01%	383
2020 Q2	$8K	Sell	71 -76	-52%	-$8.68K	﹤0.01%	398
2020 Q1	$15K	Sell	147 -43	-23%	-$6.32K	﹤0.01%	302
2019 Q4	$29K	Hold	190	–	–	﹤0.01%	262
2019 Q3	$29K	Hold	190	–	–	﹤0.01%	224
2019 Q2	$29K	Sell	190 -87	-31%	-$11.7K	0.01%	185
2019 Q1	$35K	Hold	277	–	–	0.01%	153
2018 Q4	$31K	Hold	277	–	–	0.01%	162
2018 Q3	$33K	Sell	277 -134	-33%	-$15.1K	0.01%	167
2018 Q2	$42K	Buy	411 +106	+35%	+$10.6K	0.01%	158
2018 Q1	$30K	Buy	305 +215	+239%	+$20.9K	0.01%	218
2017 Q4	$8K	Buy	+90	New	+$7.98K	﹤0.01%	181

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's BFAM Position: Q1 2022 in Review

Lenox Wealth Advisors held its Bright Horizons (BFAM) position steady in Q1 2022 at 59 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Lenox Wealth Advisors first reported a position in BFAM in Q4 2017 and has held it in 18 quarters since. The position peaked at $42K in Q2 2018. 343 funds tracked by Wall St. Rank hold BFAM as of Q1 2022.

Lenox Wealth Advisors held 59 shares of Bright Horizons worth $8K as of Q1 2022.
Lenox Wealth Advisors left its Bright Horizons share count unchanged in Q1 2022.
Bright Horizons made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #513 holding.
Lenox Wealth Advisors first reported a position in Bright Horizons in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's Bright Horizons position peaked at $42K in Q2 2018.
343 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.