Baird Financial Group
BPFH

Baird Financial Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-40,416
Closed -$596K – 1952
2021
Q2 		$596K Hold
40,416
– – ﹤0.01% 1353
2021
Q1 		$538K Hold
40,416
– – ﹤0.01% 1336
2020
Q4 		$342K Buy
+40,416
New +$286K ﹤0.01% 1333

Other funds holding BPFH

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Baird Financial Group's BPFH Position: Q3 2021 in Review

Baird Financial Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 40,416 shares — an estimated $596K sold.

Baird Financial Group first reported a position in BPFH in Q4 2020 and held it in 3 quarters. The position peaked at $596K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • Baird Financial Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Baird Financial Group sold 40,416 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $596K.
  • Baird Financial Group first reported a position in Boston Private Financial Holdings, Inc. in Q4 2020 and held it in 3 quarters.
  • Baird Financial Group's Boston Private Financial Holdings, Inc. position peaked at $596K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.