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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
2021
Q2 		$45M Sell
2021
Q1 		$53.9M Buy
2020
Q4 		$34.2M Buy