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Congress Wealth Management’s Boston Properties BXP Stock Holding History

Congress 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
-15,000
Closed -$892K – 612
2023
Q3 		$892K Sell
15,000
-32
-0.2% -$2.05K 0.02% 390
2023
Q2 		$866K Buy
+15,032
New +$782K 0.02% 353

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 $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

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

Congress Wealth Management sold out of Boston Properties (BXP) in Q4 2023, closing a stake of 15,000 shares — an estimated $892K sold.

Congress Wealth Management first reported a position in BXP in Q2 2023 and held it in 2 quarters. The position peaked at $892K in Q3 2023. 563 funds tracked by Wall St. Rank hold BXP as of Q4 2023.

  • Congress Wealth Management reported no remaining Boston Properties position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 15,000 Boston Properties shares in Q4 2023, an estimated $892K.
  • Congress Wealth Management first reported a position in Boston Properties in Q2 2023 and held it in 2 quarters.
  • Congress Wealth Management's Boston Properties position peaked at $892K in Q3 2023.
  • 563 funds tracked by Wall St. Rank held Boston Properties as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.