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

Ellevest Inc’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	-74	Closed	-$1K	–	1673
2021 Q2	$1K	Sell	74 -17	-19%	-$249	﹤0.01%	1247
2021 Q1	$1K	Buy	+91	New	+$1.21K	﹤0.01%	1246
2020 Q1	–	Sell	-128	Closed	-$2K	–	1376
2019 Q4	$2K	Buy	+128	New	+$1.48K	﹤0.01%	711

Other funds holding BPFH

CFB

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

Ellevest Inc's BPFH Position: Q3 2021 in Review

Ellevest Inc sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 74 shares — an estimated $1K sold.

Ellevest Inc first reported a position in BPFH in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Ellevest Inc reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Ellevest Inc sold 74 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $1K.
Ellevest Inc first reported a position in Boston Private Financial Holdings, Inc. in Q4 2019 and held it in 3 quarters.
Ellevest Inc's Boston Private Financial Holdings, Inc. position peaked at $2K in Q4 2019.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.