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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Ropes Wealth Advisors's BFAM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Bright Horizons (BFAM) in Q1 2021, closing a stake of 1,160 shares — an estimated $201K sold.

Ropes Wealth Advisors first reported a position in BFAM in Q1 2017 and held it in 16 quarters. The position peaked at $201K in Q4 2020. 346 funds tracked by Wall St. Rank hold BFAM as of Q1 2021.

Ropes Wealth Advisors reported no remaining Bright Horizons position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,160 Bright Horizons shares in Q1 2021, an estimated $201K.
Ropes Wealth Advisors first reported a position in Bright Horizons in Q1 2017 and held it in 16 quarters.
Ropes Wealth Advisors's Bright Horizons position peaked at $201K in Q4 2020.
346 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.