OSAM
BPFH

O'Shaughnessy Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BPFH Stock Details BPFH Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
2021
Q2 		$4K Hold
2021
Q1 		$4K Sell
2020
Q4 		$13K Sell
2020
Q3 		$95K Sell
2020
Q2 		$215K Sell
2020
Q1 		$962K Sell
2019
Q4 		$2.3M Buy
2019
Q3 		$1.02M Buy
2019
Q2 		$392K Buy