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Tradition Wealth Management’s Bright Horizons BFAM Stock Holding History

Tradition 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
2021
Q3 		– Sell
-1,142
Closed -$168K – 1161
2021
Q2 		$168K Buy
+1,142
New +$171K 0.03% 314

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BlackRock
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JP Morgan Chase
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Massachusetts Financial Services
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BAMCO Inc
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William Blair Investment Management
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Tradition Wealth Management's BFAM Position: Q3 2021 in Review

Tradition Wealth Management sold out of Bright Horizons (BFAM) in Q3 2021, closing a stake of 1,142 shares — an estimated $168K sold.

Tradition Wealth Management first reported a position in BFAM in Q2 2021 and held it in 1 quarter. The position peaked at $168K in Q2 2021. 342 funds tracked by Wall St. Rank hold BFAM as of Q3 2021.

  • Tradition Wealth Management reported no remaining Bright Horizons position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 1,142 Bright Horizons shares in Q3 2021, an estimated $168K.
  • Tradition Wealth Management first reported a position in Bright Horizons in Q2 2021 and held it in 1 quarter.
  • Tradition Wealth Management's Bright Horizons position peaked at $168K in Q2 2021.
  • 342 funds tracked by Wall St. Rank held Bright Horizons as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.