Willow Creek Wealth Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Willow Creek Wealth Management’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	-12,500	Closed	-$184K	–	117
2021 Q2	$184K	Hold	12,500	–	–	0.04%	110
2021 Q1	$167K	Hold	12,500	–	–	0.06%	92
2020 Q4	$106K	Buy	+12,500	New	+$88.5K	0.04%	88

Other funds holding BPFH

CFB

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

Willow Creek Wealth Management's BPFH Position: Q3 2021 in Review

Willow Creek Wealth Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 12,500 shares — an estimated $184K sold.

Willow Creek Wealth Management first reported a position in BPFH in Q4 2020 and held it in 3 quarters. The position peaked at $184K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Willow Creek Wealth Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Willow Creek Wealth Management sold 12,500 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $184K.
Willow Creek Wealth Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2020 and held it in 3 quarters.
Willow Creek Wealth Management's Boston Private Financial Holdings, Inc. position peaked at $184K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Willow Creek Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.