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Clearview Wealth Advisors’s Boston Properties BXP Stock Holding History

Clearview Wealth 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
2024
Q2 		– Sell
-8,326
Closed -$544K – 97
2024
Q1 		$544K Sell
8,326
-8,689
-51% -$575K 0.55% 42
2023
Q4 		$1.19M Buy
+17,015
New +$1M 1.39% 17

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearview Wealth Advisors's BXP Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of Boston Properties (BXP) in Q2 2024, closing a stake of 8,326 shares — an estimated $544K sold.

Clearview Wealth Advisors first reported a position in BXP in Q4 2023 and held it in 2 quarters. The position peaked at $1.19M in Q4 2023. 566 funds tracked by Wall St. Rank hold BXP as of Q2 2024.

  • Clearview Wealth Advisors reported no remaining Boston Properties position as of Q2 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 8,326 Boston Properties shares in Q2 2024, an estimated $544K.
  • Clearview Wealth Advisors first reported a position in Boston Properties in Q4 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Boston Properties position peaked at $1.19M in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Boston Properties as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.