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

Front Row 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 Q2	–	Sell	-76	Closed	-$1K	–	998
2021 Q1	$1K	Hold	76	–	–	﹤0.01%	945
2020 Q4	$1K	Hold	76	–	–	﹤0.01%	904
2020 Q3	$1K	Hold	76	–	–	﹤0.01%	901
2020 Q2	$1K	Hold	76	–	–	﹤0.01%	970
2020 Q1	$1K	Hold	76	–	–	﹤0.01%	952
2019 Q4	$1K	Hold	76	–	–	﹤0.01%	895
2019 Q3	$1K	Hold	76	–	–	﹤0.01%	902
2019 Q2	$1K	Hold	76	–	–	﹤0.01%	1001
2019 Q1	$1K	Hold	76	–	–	﹤0.01%	1025
2018 Q4	$1K	Hold	76	–	–	﹤0.01%	1012
2018 Q3	$1	Hold	76	–	–	﹤0.01%	969
2018 Q2	$1	Hold	76	–	–	﹤0.01%	992
2018 Q1	$1K	Hold	76	–	–	﹤0.01%	924
2017 Q4	$1K	Buy	+76	New	+$1.21K	﹤0.01%	822

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

OPU

Omni Partners US Irvine, California $1.95B AUM

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Front Row Advisors's BPFH Position: Q2 2021 in Review

Front Row Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2021, closing a stake of 76 shares — an estimated $1K sold.

Front Row Advisors first reported a position in BPFH in Q4 2017 and held it in 14 quarters. The position peaked at $1K in Q1 2021. 159 funds tracked by Wall St. Rank hold BPFH as of Q2 2021.

Front Row Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
Front Row Advisors sold 76 Boston Private Financial Holdings, Inc. shares in Q2 2021, an estimated $1K.
Front Row Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2017 and held it in 14 quarters.
Front Row Advisors's Boston Private Financial Holdings, Inc. position peaked at $1K in Q1 2021.
159 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2021.

Based on Front Row Advisors's 13F filing for Q2 2021, filed 23 Aug 2021.