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SYSTM Wealth Solutions’s Bright Horizons BFAM Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-144
Closed -$15.9K – 151
2024
Q2 		$15.9K Sell
144
-2,163
-94% -$234K ﹤0.01% 402
2024
Q1 		$262K Buy
2,307
+164
+8% +$17.3K 0.03% 366
2023
Q4 		$202K Buy
+2,143
New +$183K 0.03% 378
2023
Q3 		– Sell
-2,503
Closed -$231K – 465
2023
Q2 		$231K Buy
+2,503
New +$212K 0.03% 430

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SYSTM Wealth Solutions's BFAM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Bright Horizons (BFAM) in Q3 2024, closing a stake of 144 shares — an estimated $15.9K sold.

SYSTM Wealth Solutions first reported a position in BFAM in Q2 2023 and held it in 4 quarters. The position peaked at $262K in Q1 2024. 391 funds tracked by Wall St. Rank hold BFAM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Bright Horizons position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 144 Bright Horizons shares in Q3 2024, an estimated $15.9K.
  • SYSTM Wealth Solutions first reported a position in Bright Horizons in Q2 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Bright Horizons position peaked at $262K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.