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

Inspire Investing’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	-24,684	Closed	-$364K	–	976
2021 Q2	$364K	Buy	24,684 +748	+3%	+$11K	0.05%	489
2021 Q1	$319K	Buy	+23,936	New	+$319K	0.05%	501
2020 Q4	–	Sell	-39,582	Closed	-$218K	–	697
2020 Q3	$218K	Buy	39,582 +4,676	+13%	+$27.8K	0.06%	325
2020 Q2	$240K	Buy	34,906 +4,446	+15%	+$31.1K	0.08%	310
2020 Q1	$218K	Buy	+30,460	New	+$314K	0.09%	364

Other funds holding BPFH

CFB

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

Inspire Investing's BPFH Position: Q3 2021 in Review

Inspire Investing sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 24,684 shares — an estimated $364K sold.

Inspire Investing first reported a position in BPFH in Q1 2020 and held it in 5 quarters. The position peaked at $364K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Inspire Investing reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Inspire Investing sold 24,684 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $364K.
Inspire Investing first reported a position in Boston Private Financial Holdings, Inc. in Q1 2020 and held it in 5 quarters.
Inspire Investing's Boston Private Financial Holdings, Inc. position peaked at $364K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.