Glassman Wealth Services’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Glassman Wealth Services’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	-102	Closed	-$2K	–	1919
2021 Q2	$2K	Hold	102	–	–	﹤0.01%	1215
2021 Q1	$1K	Hold	102	–	–	﹤0.01%	1366
2020 Q4	$1K	Hold	102	–	–	﹤0.01%	1320
2020 Q3	$1K	Buy	+102	New	+$607	﹤0.01%	1289
2019 Q3	–	Sell	-2	Closed	–	–	1506
2019 Q2	$0	Buy	+2	New	+$22	﹤0.01%	1491

Other funds holding BPFH

CFB

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

Glassman Wealth Services's BPFH Position: Q3 2021 in Review

Glassman Wealth Services sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 102 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in BPFH in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Glassman Wealth Services reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Glassman Wealth Services sold 102 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $2K.
Glassman Wealth Services first reported a position in Boston Private Financial Holdings, Inc. in Q2 2019 and held it in 5 quarters.
Glassman Wealth Services's Boston Private Financial Holdings, Inc. position peaked at $2K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.