HSBC Holdings’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

HSBC Holdings’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	-102,705	Closed	-$1.51M	–	3259
2021 Q2	$1.51M	Buy	+102,705	New	+$1.5M	﹤0.01%	1557
2020 Q2	–	Sell	-42,570	Closed	-$303K	–	2938
2020 Q1	$303K	Sell	42,570 -5,922	-12%	-$61K	﹤0.01%	2053
2019 Q4	$585K	Sell	48,492 -62,471	-56%	-$724K	﹤0.01%	2142
2019 Q3	$1.29M	Sell	110,963 -25,883	-19%	-$291K	﹤0.01%	1821
2019 Q2	$1.65M	Sell	136,846 -16,454	-11%	-$185K	﹤0.01%	1598
2019 Q1	$1.68M	Sell	153,300 -9,597	-6%	-$110K	﹤0.01%	1594
2018 Q4	$1.72M	Buy	162,897 +64,590	+66%	+$812K	﹤0.01%	1554
2018 Q3	$1.34M	Buy	+98,307	New	+$1.44M	﹤0.01%	1623
2017 Q1	–	Sell	-18,913	Closed	-$313K	–	2713
2016 Q4	$313K	Buy	+18,913	New	+$274K	﹤0.01%	2197

Other funds holding BPFH

CFB

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

HSBC Holdings's BPFH Position: Q3 2021 in Review

HSBC Holdings sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 102,705 shares — an estimated $1.51M sold.

HSBC Holdings first reported a position in BPFH in Q4 2016 and held it in 9 quarters. The position peaked at $1.72M in Q4 2018. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

HSBC Holdings reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
HSBC Holdings sold 102,705 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $1.51M.
HSBC Holdings first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 9 quarters.
HSBC Holdings's Boston Private Financial Holdings, Inc. position peaked at $1.72M in Q4 2018.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on HSBC Holdings's 13F filing for Q3 2021, filed 12 Nov 2021.