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Liberty Wealth Management’s Bright Horizons BFAM Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-156
Closed -$22K – 267
2021
Q3 		$22K Buy
156
+140
+875% +$20.6K 0.01% 613
2021
Q2 		$2K Buy
+16
New +$2.39K ﹤0.01% 900

Other funds holding BFAM

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Wealth Management's BFAM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Bright Horizons (BFAM) in Q4 2021, closing a stake of 156 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in BFAM in Q2 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 348 funds tracked by Wall St. Rank hold BFAM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Bright Horizons position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 156 Bright Horizons shares in Q4 2021, an estimated $22K.
  • Liberty Wealth Management first reported a position in Bright Horizons in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Bright Horizons position peaked at $22K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.