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

First Horizon 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 Q1	–	Sell	-103	Closed	–	–	2019
2020 Q4	$0	Sell	103 -110	-52%	-$779	﹤0.01%	1618
2020 Q3	$1K	Sell	213 -224	-51%	-$1.33K	﹤0.01%	1403
2020 Q2	$3K	Hold	437	–	–	﹤0.01%	1271
2020 Q1	$3K	Buy	437 +68	+18%	+$700	﹤0.01%	1222
2019 Q4	$4K	Buy	369 +131	+55%	+$1.52K	﹤0.01%	1313
2019 Q3	$2K	Buy	238 +138	+138%	+$1.55K	﹤0.01%	1403
2019 Q2	$1K	Buy	+100	New	+$1.12K	﹤0.01%	1510
2015 Q4	–	Sell	-2,400	Closed	-$28K	–	1408
2015 Q3	$28K	Hold	2,400	–	–	﹤0.01%	692
2015 Q2	$32K	Hold	2,400	–	–	﹤0.01%	682
2015 Q1	$29K	Hold	2,400	–	–	﹤0.01%	728
2014 Q4	$32K	Hold	2,400	–	–	﹤0.01%	681
2014 Q3	$30K	Hold	2,400	–	–	﹤0.01%	686
2014 Q2	$32K	Hold	2,400	–	–	﹤0.01%	688
2014 Q1	$32K	Sell	2,400 -3	-0.1%	-$38	﹤0.01%	634
2013 Q4	$30K	Buy	2,403 +3	+0.1%	+$35	﹤0.01%	615
2013 Q3	$27K	Buy	+2,400	New	+$26.3K	﹤0.01%	590

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

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

First Horizon Advisors's BPFH Position: Q1 2021 in Review

First Horizon Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 103 shares.

First Horizon Advisors first reported a position in BPFH in Q3 2013 and held it in 16 quarters. The position peaked at $32K in Q2 2015. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

First Horizon Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
First Horizon Advisors sold 103 Boston Private Financial Holdings, Inc. shares in Q1 2021.
First Horizon Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q3 2013 and held it in 16 quarters.
First Horizon Advisors's Boston Private Financial Holdings, Inc. position peaked at $32K in Q2 2015.
174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on First Horizon Advisors's 13F filing for Q1 2021, filed 11 May 2021.