HAM
BPFH

HoldCo Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

HoldCo Asset Management’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,049,816
Closed -$45M – 24
2021
Q2 		$45M Sell
3,049,816
-1,000,000
-25% -$14.8M 7.1% 7
2021
Q1 		$53.9M Buy
4,049,816
+103
+0% +$1.37K 8.86% 4
2020
Q4 		$34.2M Buy
+4,049,713
New +$34.2M 7.55% 5