Aigen Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Aigen Investment Management’s Portfolio BPFH Stock Details BPFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-32,306	Closed	-$430K	–	811
2021 Q1	$430K	Buy	32,306 +21,737	+206%	+$290K	0.06%	323
2020 Q4	$89K	Buy	10,569 +220	+2%	+$1.56K	0.01%	729
2020 Q3	$57K	Buy	+10,349	New	+$61.6K	0.01%	764
2020 Q2	–	Sell	-3,205	Closed	-$23K	–	1435
2020 Q1	$23K	Buy	3,205 +1,343	+72%	+$13.8K	﹤0.01%	1084
2019 Q4	$22K	Buy	+1,862	New	+$21.6K	﹤0.01%	906

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

OPU

Omni Partners US Irvine, California $1.95B AUM

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Aigen Investment Management's BPFH Position: Q2 2021 in Review

Aigen Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2021, closing a stake of 32,306 shares — an estimated $430K sold.

Aigen Investment Management first reported a position in BPFH in Q4 2019 and held it in 5 quarters. The position peaked at $430K in Q1 2021. 159 funds tracked by Wall St. Rank hold BPFH as of Q2 2021.

Aigen Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
Aigen Investment Management sold 32,306 Boston Private Financial Holdings, Inc. shares in Q2 2021, an estimated $430K.
Aigen Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2019 and held it in 5 quarters.
Aigen Investment Management's Boston Private Financial Holdings, Inc. position peaked at $430K in Q1 2021.
159 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2021.

Based on Aigen Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.