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

Osaic 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	-43	Closed	-$1K	–	7557
2021 Q2	$1K	Hold	43	–	–	﹤0.01%	6957
2021 Q1	$1K	Sell	43 -145	-77%	-$1.93K	﹤0.01%	6766
2020 Q4	$2K	Sell	188 -206	-52%	-$1.46K	﹤0.01%	6148
2020 Q3	$2K	Sell	394 -420	-52%	-$2.5K	﹤0.01%	5940
2020 Q2	$6K	Hold	814	–	–	﹤0.01%	5431
2020 Q1	$6K	Buy	+814	New	+$8.38K	﹤0.01%	5296

Other funds holding BPFH

CFB

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

Osaic Holdings's BPFH Position: Q3 2021 in Review

Osaic Holdings sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 43 shares — an estimated $1K sold.

Osaic Holdings first reported a position in BPFH in Q1 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2020. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Osaic Holdings reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Osaic Holdings sold 43 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $1K.
Osaic Holdings first reported a position in Boston Private Financial Holdings, Inc. in Q1 2020 and held it in 6 quarters.
Osaic Holdings's Boston Private Financial Holdings, Inc. position peaked at $6K in Q2 2020.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Osaic Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.