PWPS
BPFH

Pinnacle Wealth Planning Services’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-565
Closed -$5K – 2264
2020
Q4 		$5K Buy
+565
New +$4K ﹤0.01% 1700

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's BPFH Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 565 shares — an estimated $5K sold.

Pinnacle Wealth Planning Services first reported a position in BPFH in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 565 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $5K.
  • Pinnacle Wealth Planning Services first reported a position in Boston Private Financial Holdings, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Boston Private Financial Holdings, Inc. position peaked at $5K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.