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Okabena Investment Services’s Bright Horizons BFAM Stock Holding History

Okabena Investment Services’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
Q4 		– Sell
-45
Closed -$3K – 216
2022
Q3 		$3K Hold
45
– – ﹤0.01% 163
2022
Q2 		$4K Sell
45
-236
-84% -$23.5K ﹤0.01% 165
2022
Q1 		$37K Hold
281
– – 0.02% 152
2021
Q4 		$35K Buy
+281
New +$39K 0.01% 164

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Okabena Investment Services's BFAM Position: Q4 2022 in Review

Okabena Investment Services sold out of Bright Horizons (BFAM) in Q4 2022, closing a stake of 45 shares — an estimated $3K sold.

Okabena Investment Services first reported a position in BFAM in Q4 2021 and held it in 4 quarters. The position peaked at $37K in Q1 2022. 288 funds tracked by Wall St. Rank hold BFAM as of Q4 2022.

  • Okabena Investment Services reported no remaining Bright Horizons position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 45 Bright Horizons shares in Q4 2022, an estimated $3K.
  • Okabena Investment Services first reported a position in Bright Horizons in Q4 2021 and held it in 4 quarters.
  • Okabena Investment Services's Bright Horizons position peaked at $37K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.