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Concentric Wealth Management’s Boston Properties BXP Stock Holding History

Concentric 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
Q4 		– Sell
-7,749
Closed -$461K – 129
2023
Q3 		$461K Sell
7,749
-1,906
-20% -$122K 0.15% 90
2023
Q2 		$556K Sell
9,655
-18,592
-66% -$967K 0.18% 87
2023
Q1 		$1.53M Sell
28,247
-95
-0.3% -$6.2K 0.51% 63
2022
Q4 		$1.92M Sell
28,342
-3,852
-12% -$273K 0.65% 61
2022
Q3 		$2.41M Buy
32,194
+1,150
+4% +$97.7K 0.89% 47
2022
Q2 		$2.76M Buy
31,044
+1,332
+4% +$147K 0.93% 45
2022
Q1 		$3.83M Buy
29,712
+608
+2% +$73.7K 1.11% 36
2021
Q4 		$3.35M Buy
29,104
+1,813
+7% +$209K 0.95% 45
2021
Q3 		$2.96M Buy
27,291
+2,079
+8% +$238K 0.9% 44
2021
Q2 		$2.89M Buy
25,212
+713
+3% +$80K 0.88% 46
2021
Q1 		$2.48M Buy
24,499
+3,375
+16% +$329K 0.82% 50
2020
Q4 		$2M Buy
21,124
+3,716
+21% +$332K 0.73% 58
2020
Q3 		$1.4M Buy
17,408
+290
+2% +$25.3K 0.6% 64
2020
Q2 		$1.55M Buy
17,118
+3,827
+29% +$347K 0.73% 54
2020
Q1 		$1.23M Buy
13,291
+1,010
+8% +$130K 0.68% 55
2019
Q4 		$1.69M Buy
12,281
+260
+2% +$35K 0.73% 52
2019
Q3 		$1.56M Buy
12,021
+13
+0.1% +$1.69K 0.99% 46
2019
Q2 		$1.55M Buy
12,008
+10
+0.1% +$1.34K 1.01% 43
2019
Q1 		$1.61M Buy
11,998
+50
+0.4% +$6.42K 1.09% 42
2018
Q4 		$1.34M Buy
11,948
+1,035
+9% +$125K 1.03% 42
2018
Q3 		$1.34M Sell
10,913
-372
-3% -$47.4K 0.94% 45
2018
Q2 		$1.42M Buy
11,285
+85
+0.8% +$10.3K 1.02% 43
2018
Q1 		$1.38M Buy
11,200
+505
+5% +$61.4K 1.02% 41
2017
Q4 		$1.39M Buy
10,695
+395
+4% +$49.5K 1.01% 46
2017
Q3 		$1.27M Buy
10,300
+105
+1% +$12.7K 0.96% 47
2017
Q2 		$1.25M Sell
10,195
-5
-0% -$632 1% 47
2017
Q1 		$1.35M Buy
10,200
+448
+5% +$59.4K 1.1% 44
2016
Q4 		$1.23M Buy
+9,752
New +$1.21M 1.03% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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

Concentric Wealth Management sold out of Boston Properties (BXP) in Q4 2023, closing a stake of 7,749 shares — an estimated $461K sold.

Concentric Wealth Management first reported a position in BXP in Q4 2016 and held it in 28 quarters. The position peaked at $3.83M in Q1 2022. 562 funds tracked by Wall St. Rank hold BXP as of Q4 2023.

  • Concentric Wealth Management reported no remaining Boston Properties position as of Q4 2023 after selling out during the quarter.
  • Concentric Wealth Management sold 7,749 Boston Properties shares in Q4 2023, an estimated $461K.
  • Concentric Wealth Management first reported a position in Boston Properties in Q4 2016 and held it in 28 quarters.
  • Concentric Wealth Management's Boston Properties position peaked at $3.83M in Q1 2022.
  • 562 funds tracked by Wall St. Rank held Boston Properties as of Q4 2023.

Based on Concentric Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.