WCM
BPFH

Weld Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Weld Capital Management’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,690
Closed -$99K – 637
2020
Q4 		$99K Buy
+11,690
New +$99K 0.04% 443
2020
Q3 		– Sell
-11,924
Closed -$82K – 706
2020
Q2 		$82K Buy
+11,924
New +$82K 0.03% 444