Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON PRIVATE WEALTH LLC | 02-15-2022 | 12-31-2021 | 1525 | 6,097,717,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust | ETF | 101 | $11,054,000 | 27,967 | 0.18 | 0.09 | 8,204 | 41.51 | 12-31-2021 |
| Wal-Mart Inc | COM | 102 | $10,799,000 | 74,640 | 0.18 | 0.14 | -2,433 | -3.16 | 12-31-2021 |
| CVS Health Corp | COM | 103 | $10,753,000 | 104,242 | 0.18 | 0.11 | -465 | -0.44 | 12-31-2021 |
| Tesla Inc | COM | 104 | $10,742,000 | 10,165 | 0.18 | 0.14 | -3,469 | -25.44 | 12-31-2021 |
