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BerganKDV Wealth Management’s Boston Properties BXP Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-17
Closed -$921 – 897
2023
Q1 		$921 Buy
17
+11
+183% +$718 ﹤0.01% 911
2022
Q4 		$405 Buy
+6
New +$425 ﹤0.01% 970

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

BerganKDV Wealth Management's BXP Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Boston Properties (BXP) in Q2 2023, closing a stake of 17 shares — an estimated $921 sold.

BerganKDV Wealth Management first reported a position in BXP in Q4 2022 and held it in 2 quarters. The position peaked at $921 in Q1 2023. 478 funds tracked by Wall St. Rank hold BXP as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Boston Properties position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 17 Boston Properties shares in Q2 2023, an estimated $921.
  • BerganKDV Wealth Management first reported a position in Boston Properties in Q4 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Boston Properties position peaked at $921 in Q1 2023.
  • 478 funds tracked by Wall St. Rank held Boston Properties as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.