ATIA
BXP icon

American Trust Investment Advisors’s Boston Properties BXP Stock Holding History

American Trust Investment Advisors’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
2022
Q4 		– Sell
-26,812
Closed -$2.01M – 80
2022
Q3 		$2.01M Buy
26,812
+970
+4% +$82.4K 1.29% 33
2022
Q2 		$2.3M Buy
25,842
+345
+1% +$38.2K 1.44% 34
2022
Q1 		$3.28M Buy
25,497
+70
+0.3% +$8.48K 1.69% 26
2021
Q4 		$2.93M Buy
25,427
+95
+0.4% +$10.9K 1.46% 34
2021
Q3 		$2.75M Sell
25,332
-11,975
-32% -$1.37M 1.55% 31
2021
Q2 		$4.28M Buy
37,307
+348
+0.9% +$39.1K 2.3% 16
2021
Q1 		$3.74M Buy
36,959
+26,270
+246% +$2.56M 2.18% 21
2020
Q4 		$1.01M Buy
10,689
+751
+8% +$67.1K 0.63% 35
2020
Q3 		$798K Sell
9,938
-10,075
-50% -$879K 0.58% 36
2020
Q2 		$1.81M Buy
20,013
+1,035
+5% +$93.9K 1.46% 25
2020
Q1 		$1.75M Buy
18,978
+1,631
+9% +$210K 1.76% 21
2019
Q4 		$2.39M Buy
17,347
+5
+0% +$674 1.74% 25
2019
Q3 		$2.25M Sell
17,342
-135
-0.8% -$17.5K 1.73% 25
2019
Q2 		$2.25M Buy
17,477
+657
+4% +$88.2K 1.75% 26
2019
Q1 		$2.25M Buy
16,820
+186
+1% +$23.9K 1.73% 27
2018
Q4 		$1.87M Buy
16,634
+11,940
+254% +$1.45M 1.66% 31
2018
Q3 		$578K Sell
4,694
-228
-5% -$29K 0.45% 45
2018
Q2 		$617K Buy
4,922
+555
+13% +$67.3K 0.5% 46
2018
Q1 		$538K Buy
4,367
+522
+14% +$63.5K 0.43% 46
2017
Q4 		$500K Buy
3,845
+1,570
+69% +$197K 0.39% 49
2017
Q3 		$280K Buy
+2,275
New +$275K 0.25% 55

Other funds holding BXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Trust Investment Advisors's BXP Position: Q4 2022 in Review

American Trust Investment Advisors sold out of Boston Properties (BXP) in Q4 2022, closing a stake of 26,812 shares — an estimated $2.01M sold.

American Trust Investment Advisors first reported a position in BXP in Q3 2017 and held it in 21 quarters. The position peaked at $4.28M in Q2 2021. 519 funds tracked by Wall St. Rank hold BXP as of Q4 2022.

  • American Trust Investment Advisors reported no remaining Boston Properties position as of Q4 2022 after selling out during the quarter.
  • American Trust Investment Advisors sold 26,812 Boston Properties shares in Q4 2022, an estimated $2.01M.
  • American Trust Investment Advisors first reported a position in Boston Properties in Q3 2017 and held it in 21 quarters.
  • American Trust Investment Advisors's Boston Properties position peaked at $4.28M in Q2 2021.
  • 519 funds tracked by Wall St. Rank held Boston Properties as of Q4 2022.

Based on American Trust Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.