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Carroll Financial Associates’s Boston Properties BXP Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$10K Buy
92
+6
+7% +$691 ﹤0.01% 1154
2021
Q3 		$9K Hold
86
– – ﹤0.01% 1242
2021
Q2 		$9K Buy
86
+8
+10% +$898 ﹤0.01% 1314
2021
Q1 		$7K Hold
78
– – ﹤0.01% 1290
2020
Q4 		$7K Hold
78
– – ﹤0.01% 1184
2020
Q3 		$6K Hold
78
– – ﹤0.01% 1145
2020
Q2 		$7K Hold
78
– – ﹤0.01% 1111
2020
Q1 		$7K Buy
+78
New +$10K ﹤0.01% 1030

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 $935B AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's BXP Position: Q4 2021 in Review

Carroll Financial Associates increased its Boston Properties (BXP) stake by 7% in Q4 2021, buying an estimated $691 and bringing the position to 92 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Carroll Financial Associates first reported a position in BXP in Q1 2020 and has held it in 8 quarters since. 525 funds tracked by Wall St. Rank hold BXP as of Q4 2021.

  • Carroll Financial Associates held 92 shares of Boston Properties worth $10K as of Q4 2021.
  • Carroll Financial Associates bought 6 Boston Properties shares in Q4 2021, an estimated $691.
  • Boston Properties made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1154 holding.
  • Carroll Financial Associates first reported a position in Boston Properties in Q1 2020 and has held it in 8 quarters since.
  • 525 funds tracked by Wall St. Rank held Boston Properties as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.