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

Sageworth Trust’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	-335	Closed	-$5K	–	903
2021 Q2	$5K	Buy	+335	New	+$4.91K	﹤0.01%	745

Other funds holding BPFH

CFB

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

Sageworth Trust's BPFH Position: Q3 2021 in Review

Sageworth Trust sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 335 shares — an estimated $5K sold.

Sageworth Trust first reported a position in BPFH in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Sageworth Trust reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Sageworth Trust sold 335 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $5K.
Sageworth Trust first reported a position in Boston Private Financial Holdings, Inc. in Q2 2021 and held it in 1 quarter.
Sageworth Trust's Boston Private Financial Holdings, Inc. position peaked at $5K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Sageworth Trust's 13F filing for Q3 2021, filed 9 Nov 2021.