OQS
BPFH

Occudo Quantitative Strategies’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Occudo Quantitative Strategies’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
-26,163
Closed -$386K – 1223
2021
Q2 		$386K Buy
26,163
+3,312
+14% +$48.5K 0.06% 504
2021
Q1 		$304K Buy
+22,851
New +$305K 0.07% 486

Other funds holding BPFH

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

Occudo Quantitative Strategies's BPFH Position: Q3 2021 in Review

Occudo Quantitative Strategies sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 26,163 shares — an estimated $386K sold.

Occudo Quantitative Strategies first reported a position in BPFH in Q1 2021 and held it in 2 quarters. The position peaked at $386K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • Occudo Quantitative Strategies reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 26,163 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $386K.
  • Occudo Quantitative Strategies first reported a position in Boston Private Financial Holdings, Inc. in Q1 2021 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Boston Private Financial Holdings, Inc. position peaked at $386K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2021, filed 15 Nov 2021.