Baystate Wealth Management’s Boston Properties BXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$7.72K Sell
110
-1,875
-94% -$111K ﹤0.01% 789
2023
Q3
$118K Buy
1,985
+28
+1% +$1.79K 0.01% 240
2023
Q2
$113K Buy
1,957
+181
+10% +$9.41K 0.01% 243
2023
Q1
$96.1K Buy
1,776
+1,666
+1,515% +$109K 0.01% 257
2022
Q4
$7K Hold
110
﹤0.01% 637
2022
Q3
$8K Hold
110
﹤0.01% 573
2022
Q2
$10K Hold
110
﹤0.01% 547
2022
Q1
$14K Hold
110
﹤0.01% 510
2021
Q4
$13K Hold
110
﹤0.01% 523
2021
Q3
$12K Hold
110
﹤0.01% 505
2021
Q2
$13K Buy
+110
New +$12.3K ﹤0.01% 478
2017
Q3
Sell
-20
Closed -$2K 654
2017
Q2
$2K Sell
20
-43
-68% -$5.44K ﹤0.01% 476
2017
Q1
$9K Buy
+63
New +$8.35K ﹤0.01% 341

Other funds holding BXP

Baystate Wealth Management's BXP Position: Q4 2023 in Review

Baystate Wealth Management reduced its Boston Properties (BXP) stake by 94% in Q4 2023, selling an estimated $111K and leaving 110 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Baystate Wealth Management first reported a position in BXP in Q1 2017 and has held it in 13 quarters since. The position peaked at $118K in Q3 2023. 563 funds tracked by Wall St. Rank hold BXP as of Q4 2023.

  • Baystate Wealth Management held 110 shares of Boston Properties worth $7.72K as of Q4 2023.
  • Baystate Wealth Management sold 1,875 Boston Properties shares in Q4 2023, an estimated $111K.
  • Boston Properties made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #789 holding.
  • Baystate Wealth Management first reported a position in Boston Properties in Q1 2017 and has held it in 13 quarters since.
  • Baystate Wealth Management's Boston Properties position peaked at $118K in Q3 2023.
  • 563 funds tracked by Wall St. Rank held Boston Properties as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.