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Perigon Wealth Management’s Bright Horizons BFAM Stock Holding History

Perigon 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
Q1 		– Sell
-144
Closed -$25K – 542
2020
Q4 		$25K Buy
+144
New +$23.6K ﹤0.01% 962

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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
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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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Perigon Wealth Management's BFAM Position: Q1 2021 in Review

Perigon Wealth Management sold out of Bright Horizons (BFAM) in Q1 2021, closing a stake of 144 shares — an estimated $25K sold.

Perigon Wealth Management first reported a position in BFAM in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 346 funds tracked by Wall St. Rank hold BFAM as of Q1 2021.

  • Perigon Wealth Management reported no remaining Bright Horizons position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 144 Bright Horizons shares in Q1 2021, an estimated $25K.
  • Perigon Wealth Management first reported a position in Bright Horizons in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Bright Horizons position peaked at $25K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.