TWD
BFAM icon

True Wealth Design’s Bright Horizons BFAM Stock Holding History

True Wealth Design’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
2026
Q2 		$22.4K Sell
316
-289
-48% -$20.9K 0.01% 773
2026
Q1 		$49.7K Buy
605
+58
+11% +$4.88K 0.01% 407
2025
Q4 		$55.5K Buy
547
+373
+214% +$37.6K 0.02% 306
2025
Q3 		$18.9K Buy
174
+37
+27% +$4.29K 0.01% 636
2025
Q2 		$16.9K Sell
137
-193
-58% -$23.7K 0.01% 427
2025
Q1 		$41.9K Buy
330
+259
+365% +$31.8K 0.02% 220
2024
Q4 		$7.87K Sell
71
-281
-80% -$33.8K ﹤0.01% 458
2024
Q3 		$49.3K Buy
+352
New +$45.5K 0.02% 147

Other funds holding BFAM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return