CAPTRUST Financial Advisors

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

CAPTRUST Financial Advisors’s Portfolio BPFH Stock Details BPFH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell
2021 Q2	$39K	Buy
2021 Q1	$35K	Buy
2020 Q4	$1K	Buy