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Sowell Financial Services’s Bright Horizons BFAM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-59
Closed -$8K – 752
2021
Q1 		$8K Sell
59
-35
-37% -$5.77K ﹤0.01% 2392
2020
Q4 		$16K Buy
94
+26
+38% +$4.26K ﹤0.01% 1825
2020
Q3 		$10K Sell
68
-10
-13% -$1.26K ﹤0.01% 1800
2020
Q2 		$9K Sell
78
-16
-17% -$1.83K ﹤0.01% 1719
2020
Q1 		$10K Buy
94
+44
+88% +$6.47K ﹤0.01% 1603
2019
Q4 		$8K Sell
50
-46
-48% -$6.9K ﹤0.01% 1748
2019
Q3 		$15K Buy
+96
New +$15K ﹤0.01% 1381

Other funds holding BFAM

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sowell Financial Services's BFAM Position: Q2 2021 in Review

Sowell Financial Services sold out of Bright Horizons (BFAM) in Q2 2021, closing a stake of 59 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in BFAM in Q3 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2020. 336 funds tracked by Wall St. Rank hold BFAM as of Q2 2021.

  • Sowell Financial Services reported no remaining Bright Horizons position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 59 Bright Horizons shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Bright Horizons in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Bright Horizons position peaked at $16K in Q4 2020.
  • 336 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.