AWM
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AE Wealth Management’s Boston Properties BXP Stock Holding History

AE Wealth Management’s Portfolio BXP Stock Details BXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,301
Closed -$520K – 1265
2023
Q4 		$520K Buy
7,301
+2,645
+57% +$156K ﹤0.01% 1414
2023
Q3 		$277K Buy
+4,656
New +$298K ﹤0.01% 1647
2022
Q3 		– Sell
-2,248
Closed -$200K – 1762
2022
Q2 		$200K Sell
2,248
-906
-29% -$100K ﹤0.01% 1600
2022
Q1 		$406K Sell
3,154
-5,320
-63% -$645K ﹤0.01% 1299
2021
Q4 		$976K Buy
+8,474
New +$976K 0.01% 929
2020
Q2 		– Sell
-2,823
Closed -$260K – 1266
2020
Q1 		$260K Buy
2,823
+851
+43% +$110K 0.01% 924
2019
Q4 		$272K Buy
1,972
+193
+11% +$26K 0.01% 941
2019
Q3 		$231K Buy
1,779
+17
+1% +$2.21K 0.01% 879
2019
Q2 		$227K Buy
+1,762
New +$237K 0.01% 857

Other funds holding BXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's BXP Position: Q1 2024 in Review

AE Wealth Management sold out of Boston Properties (BXP) in Q1 2024, closing a stake of 7,301 shares — an estimated $520K sold.

AE Wealth Management first reported a position in BXP in Q2 2019 and held it in 9 quarters. The position peaked at $976K in Q4 2021. 577 funds tracked by Wall St. Rank hold BXP as of Q1 2024.

  • AE Wealth Management reported no remaining Boston Properties position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 7,301 Boston Properties shares in Q1 2024, an estimated $520K.
  • AE Wealth Management first reported a position in Boston Properties in Q2 2019 and held it in 9 quarters.
  • AE Wealth Management's Boston Properties position peaked at $976K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held Boston Properties as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.