MWM
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Midwest Wealth Management’s Bright Horizons BFAM Stock Holding History

Midwest 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
-2,421
Closed -$337K – 94
2021
Q3 		$337K Sell
2,421
-1,779
-42% -$261K 0.23% 87
2021
Q2 		$618K Sell
4,200
-95
-2% -$14.2K 0.44% 76
2021
Q1 		$736K Buy
4,295
+506
+13% +$83.4K 0.6% 73
2020
Q4 		$655K Buy
+3,789
New +$620K 0.6% 69

Other funds holding BFAM

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Midwest Wealth Management sold out of Bright Horizons (BFAM) in Q4 2021, closing a stake of 2,421 shares — an estimated $337K sold.

Midwest Wealth Management first reported a position in BFAM in Q4 2020 and held it in 4 quarters. The position peaked at $736K in Q1 2021. 348 funds tracked by Wall St. Rank hold BFAM as of Q4 2021.

  • Midwest Wealth Management reported no remaining Bright Horizons position as of Q4 2021 after selling out during the quarter.
  • Midwest Wealth Management sold 2,421 Bright Horizons shares in Q4 2021, an estimated $337K.
  • Midwest Wealth Management first reported a position in Bright Horizons in Q4 2020 and held it in 4 quarters.
  • Midwest Wealth Management's Bright Horizons position peaked at $736K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2021.

Based on Midwest Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.