Ropes Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Ropes Wealth Advisors’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	-1,160	Closed	-$201K	–	299
2020 Q4	$201K	Buy	1,160 +15	+1%	+$2.46K	0.03%	232
2020 Q3	$174K	Buy	1,145 +120	+12%	+$15.1K	0.03%	215
2020 Q2	$120K	Hold	1,025	–	–	0.02%	239
2020 Q1	$105K	Hold	1,025	–	–	0.03%	222
2019 Q4	$154K	Hold	1,025	–	–	0.03%	231
2019 Q3	$156K	Hold	1,025	–	–	0.03%	240
2019 Q2	$155K	Hold	1,025	–	–	0.03%	245
2019 Q1	$130K	Hold	1,025	–	–	0.03%	255
2018 Q4	$114K	Hold	1,025	–	–	0.03%	250
2018 Q3	$121K	Hold	1,025	–	–	0.03%	261
2018 Q2	$105K	Hold	1,025	–	–	0.03%	282
2018 Q1	$102K	Hold	1,025	–	–	0.03%	268
2017 Q4	$96K	Hold	1,025	–	–	0.03%	277
2017 Q3	$88K	Buy	1,025 +300	+41%	+$23.9K	0.02%	276
2017 Q2	$56K	Hold	725	–	–	0.02%	315
2017 Q1	$53K	Buy	+725	New	+$50.8K	0.02%	323

Other funds holding BFAM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return