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Moneta Group Investment Advisors’s Bright Horizons BFAM Stock Holding History

Moneta Group 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
2021
Q2 		– Sell
-1,312
Closed -$225K – 450
2021
Q1 		$225K Buy
+1,312
New +$216K 0.01% 384
2018
Q2 		– Sell
-910
Closed -$91K – 408
2018
Q1 		$91K Buy
+910
New +$88.4K 0.01% 257

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Moneta Group Investment Advisors's BFAM Position: Q2 2021 in Review

Moneta Group Investment Advisors sold out of Bright Horizons (BFAM) in Q2 2021, closing a stake of 1,312 shares — an estimated $225K sold.

Moneta Group Investment Advisors first reported a position in BFAM in Q1 2018 and held it in 2 quarters. The position peaked at $225K in Q1 2021. 336 funds tracked by Wall St. Rank hold BFAM as of Q2 2021.

  • Moneta Group Investment Advisors reported no remaining Bright Horizons position as of Q2 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,312 Bright Horizons shares in Q2 2021, an estimated $225K.
  • Moneta Group Investment Advisors first reported a position in Bright Horizons in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Bright Horizons position peaked at $225K in Q1 2021.
  • 336 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.