Tarbox Family Office’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Tarbox Family Office’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	-204	Closed	-$3K	–	1202
2021 Q2	$3K	Hold	204	–	–	﹤0.01%	884
2021 Q1	$3K	Hold	204	–	–	﹤0.01%	829
2020 Q4	$2K	Hold	204	–	–	﹤0.01%	939
2020 Q3	$1K	Buy	204 +57	+39%	+$339	﹤0.01%	1128
2020 Q2	$1K	Sell	147 -48	-25%	-$336	﹤0.01%	1137
2020 Q1	$1K	Buy	195 +48	+33%	+$494	﹤0.01%	1079
2019 Q4	$2K	Hold	147	–	–	﹤0.01%	897
2019 Q3	$2K	Hold	147	–	–	﹤0.01%	830
2019 Q2	$2K	Buy	+147	New	+$1.65K	﹤0.01%	845

Other funds holding BPFH

CFB

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

Tarbox Family Office's BPFH Position: Q3 2021 in Review

Tarbox Family Office sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 204 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in BPFH in Q2 2019 and held it in 9 quarters. The position peaked at $3K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Tarbox Family Office reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Tarbox Family Office sold 204 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $3K.
Tarbox Family Office first reported a position in Boston Private Financial Holdings, Inc. in Q2 2019 and held it in 9 quarters.
Tarbox Family Office's Boston Private Financial Holdings, Inc. position peaked at $3K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Tarbox Family Office's 13F filing for Q3 2021, filed 12 Oct 2021.