PWM
BFAM icon

PRW Wealth Management’s Bright Horizons BFAM Stock Holding History

PRW 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
Q4 		– Sell
-7,765
Closed -$1.08M – 107
2021
Q3 		$1.08M Buy
+7,765
New +$1.14M 0.54% 32
2021
Q2 		– Sell
-7,350
Closed -$1.26M – 262
2021
Q1 		$1.26M Sell
7,350
-150
-2% -$24.7K 0.62% 32
2020
Q4 		$1.3M Hold
7,500
– – 0.73% 27
2020
Q3 		$1.14M Sell
7,500
-1,700
-18% -$214K 0.82% 27
2020
Q2 		$1.08M Buy
9,200
+5,400
+142% +$616K 0.86% 27
2020
Q1 		$388K Buy
3,800
+250
+7% +$36.8K 0.47% 34
2019
Q4 		$534K Sell
3,550
-300
-8% -$45K 0.61% 33
2019
Q3 		$588K Hold
3,850
– – 0.71% 30
2019
Q2 		$581K Hold
3,850
– – 0.64% 30
2019
Q1 		$489K Sell
3,850
-300
-7% -$35.8K 0.45% 34
2018
Q4 		$463K Buy
+4,150
New +$477K 0.58% 33

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Ameriprise
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