WA
BPFH

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

Wasatch 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
2020
Q4 		– Sell
-1,660,329
Closed -$9.16M – 273
2020
Q3 		$9.16M Buy
1,660,329
+189,567
+13% +$1.13M 0.06% 178
2020
Q2 		$10.1M Buy
1,470,762
+584,720
+66% +$4.09M 0.07% 161
2020
Q1 		$6.33M Buy
886,042
+21,531
+2% +$222K 0.07% 159
2019
Q4 		$10.4M Buy
+864,511
New +$10M 0.09% 151

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wasatch Advisors's BPFH Position: Q4 2020 in Review

Wasatch Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2020, closing a stake of 1,660,329 shares — an estimated $9.16M sold.

Wasatch Advisors first reported a position in BPFH in Q4 2019 and held it in 4 quarters. The position peaked at $10.4M in Q4 2019. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

  • Wasatch Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
  • Wasatch Advisors sold 1,660,329 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $9.16M.
  • Wasatch Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2019 and held it in 4 quarters.
  • Wasatch Advisors's Boston Private Financial Holdings, Inc. position peaked at $10.4M in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on Wasatch Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.