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Polaris Wealth Advisory Group’s Bright Horizons BFAM Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q4 		– Sell
-20,815
Closed -$3.14M – 157
2019
Q3 		$3.14M Buy
+20,815
New +$3.26M 0.26% 66

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Polaris Wealth Advisory Group's BFAM Position: Q4 2019 in Review

Polaris Wealth Advisory Group sold out of Bright Horizons (BFAM) in Q4 2019, closing a stake of 20,815 shares — an estimated $3.14M sold.

Polaris Wealth Advisory Group first reported a position in BFAM in Q3 2019 and held it in 1 quarter. The position peaked at $3.14M in Q3 2019. 369 funds tracked by Wall St. Rank hold BFAM as of Q4 2019.

  • Polaris Wealth Advisory Group reported no remaining Bright Horizons position as of Q4 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 20,815 Bright Horizons shares in Q4 2019, an estimated $3.14M.
  • Polaris Wealth Advisory Group first reported a position in Bright Horizons in Q3 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Bright Horizons position peaked at $3.14M in Q3 2019.
  • 369 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2019, filed 29 Jan 2020.