SFS
BPFH

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

Sowell Financial 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
-8,428
Closed -$71K – 3410
2020
Q4 		$71K Sell
8,428
-1,500
-15% -$10.6K ﹤0.01% 1280
2020
Q3 		$55K Buy
9,928
+7,652
+336% +$45.6K ﹤0.01% 1183
2020
Q2 		$16K Hold
2,276
– – ﹤0.01% 1541
2020
Q1 		$16K Buy
+2,276
New +$23.4K ﹤0.01% 1465

Other funds holding BPFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

Sowell Financial Services's BPFH Position: Q1 2021 in Review

Sowell Financial Services sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 8,428 shares — an estimated $71K sold.

Sowell Financial Services first reported a position in BPFH in Q1 2020 and held it in 4 quarters. The position peaked at $71K in Q4 2020. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

  • Sowell Financial Services reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8,428 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $71K.
  • Sowell Financial Services first reported a position in Boston Private Financial Holdings, Inc. in Q1 2020 and held it in 4 quarters.
  • Sowell Financial Services's Boston Private Financial Holdings, Inc. position peaked at $71K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.