MIA
BFAM icon

Milestone Investment Advisors’s Bright Horizons BFAM Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-23
Closed -$1.87K – 161
2023
Q3 		$1.87K Buy
+23
New +$2.12K ﹤0.01% 383
2023
Q2 		– Sell
-13
Closed -$1K – 156
2023
Q1 		$1K Buy
+13
New +$1K ﹤0.01% 425

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Milestone Investment Advisors's BFAM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Bright Horizons (BFAM) in Q4 2023, closing a stake of 23 shares — an estimated $1.87K sold.

Milestone Investment Advisors first reported a position in BFAM in Q1 2023 and held it in 2 quarters. The position peaked at $1.87K in Q3 2023. 288 funds tracked by Wall St. Rank hold BFAM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Bright Horizons position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 23 Bright Horizons shares in Q4 2023, an estimated $1.87K.
  • Milestone Investment Advisors first reported a position in Bright Horizons in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Bright Horizons position peaked at $1.87K in Q3 2023.
  • 288 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.