VI
BPFH

Versor Investments’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Versor Investments’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
-100,371
Closed -$1.48M – 607
2021
Q2 		$1.48M Sell
100,371
-48,612
-33% -$712K 0.05% 55
2021
Q1 		$1.98M Buy
+148,983
New +$1.99M 0.12% 35

Other funds holding BPFH

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

Versor Investments's BPFH Position: Q3 2021 in Review

Versor Investments sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 100,371 shares — an estimated $1.48M sold.

Versor Investments first reported a position in BPFH in Q1 2021 and held it in 2 quarters. The position peaked at $1.98M in Q1 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • Versor Investments reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Versor Investments sold 100,371 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $1.48M.
  • Versor Investments first reported a position in Boston Private Financial Holdings, Inc. in Q1 2021 and held it in 2 quarters.
  • Versor Investments's Boston Private Financial Holdings, Inc. position peaked at $1.98M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Versor Investments's 13F filing for Q3 2021, filed 4 Nov 2021.