Sutton Wealth Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Sutton Wealth Advisors’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	-2,239	Closed	-$33K	–	1348
2021 Q2	$33K	Hold	2,239	–	–	0.01%	541
2021 Q1	$29.8K	Hold	2,239	–	–	0.01%	555
2020 Q4	$18.9K	Hold	2,239	–	–	0.01%	631
2020 Q3	$12.4K	Buy	2,239 +1,637	+272%	+$9.75K	0.01%	682
2020 Q2	$4.14K	Buy	+602	New	+$4.21K	﹤0.01%	956
2020 Q1	–	Sell	-1,328	Closed	-$16K	–	1286
2019 Q4	$16K	Hold	1,328	–	–	0.01%	685
2019 Q3	$15.5K	Hold	1,328	–	–	0.01%	668
2019 Q2	$16K	Buy	+1,328	New	+$14.9K	0.01%	645
2019 Q1	–	Sell	-2,046	Closed	-$21.6K	–	1243
2018 Q4	$21.6K	Hold	2,046	–	–	0.01%	500
2018 Q3	$27.9K	Buy	+2,046	New	+$29.9K	0.02%	468

Other funds holding BPFH

CFB

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

Sutton Wealth Advisors's BPFH Position: Q3 2021 in Review

Sutton Wealth Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 2,239 shares — an estimated $33K sold.

Sutton Wealth Advisors first reported a position in BPFH in Q3 2018 and held it in 10 quarters. The position peaked at $33K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Sutton Wealth Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 2,239 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $33K.
Sutton Wealth Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q3 2018 and held it in 10 quarters.
Sutton Wealth Advisors's Boston Private Financial Holdings, Inc. position peaked at $33K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Sutton Wealth Advisors's 13F filing for Q3 2021, filed 7 Nov 2023.