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Robertson Stephens Wealth Management’s Bright Horizons BFAM Stock Holding History

Robertson Stephens 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
2024
Q4 		– Sell
-3,389
Closed -$475K – 569
2024
Q3 		$475K Buy
+3,389
New +$438K 0.02% 426

Other funds holding BFAM

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Robertson Stephens Wealth Management's BFAM Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Bright Horizons (BFAM) in Q4 2024, closing a stake of 3,389 shares — an estimated $475K sold.

Robertson Stephens Wealth Management first reported a position in BFAM in Q3 2024 and held it in 1 quarter. The position peaked at $475K in Q3 2024. 368 funds tracked by Wall St. Rank hold BFAM as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Bright Horizons position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,389 Bright Horizons shares in Q4 2024, an estimated $475K.
  • Robertson Stephens Wealth Management first reported a position in Bright Horizons in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Bright Horizons position peaked at $475K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.