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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,660,329
Closed -$9.17M – 273
2020
Q3 		$9.17M Buy
1,660,329
+189,567
+13% +$1.05M 0.06% 178
2020
Q2 		$10.1M Buy
1,470,762
+584,720
+66% +$4.02M 0.07% 161
2020
Q1 		$6.34M Buy
886,042
+21,531
+2% +$154K 0.07% 159
2019
Q4 		$10.4M Buy
+864,511
New +$10.4M 0.09% 151