CAPTRUST Financial Advisors
BPFH

CAPTRUST Financial Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

CAPTRUST Financial Advisors’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
-2,661
Closed -$39K – 4928
2021
Q2 		$39K Buy
2,661
+65
+3% +$952 ﹤0.01% 2681
2021
Q1 		$35K Buy
2,596
+2,431
+1,473% +$32.4K ﹤0.01% 2666
2020
Q4 		$1K Buy
+165
New +$1.17K ﹤0.01% 3354

Other funds holding BPFH

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

CAPTRUST Financial Advisors's BPFH Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 2,661 shares — an estimated $39K sold.

CAPTRUST Financial Advisors first reported a position in BPFH in Q4 2020 and held it in 3 quarters. The position peaked at $39K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,661 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $39K.
  • CAPTRUST Financial Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2020 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Boston Private Financial Holdings, Inc. position peaked at $39K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.