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Curi Wealth Management’s Boston Properties BXP Stock Holding History

Curi 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
2022
Q3 		– Sell
-30
Closed -$3K – 260
2022
Q2 		$3K Buy
30
+1
+3% +$111 ﹤0.01% 486
2022
Q1 		$3K Hold
29
– – ﹤0.01% 436
2021
Q4 		$3K Buy
+29
New +$3.34K ﹤0.01% 392
2021
Q1 		– Sell
-28
Closed -$2K – 154
2020
Q4 		$2K Buy
+28
New +$2.5K ﹤0.01% 331

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 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 $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Curi Wealth Management's BXP Position: Q3 2022 in Review

Curi Wealth Management sold out of Boston Properties (BXP) in Q3 2022, closing a stake of 30 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in BXP in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 528 funds tracked by Wall St. Rank hold BXP as of Q3 2022.

  • Curi Wealth Management reported no remaining Boston Properties position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 30 Boston Properties shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in Boston Properties in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Boston Properties position peaked at $3K in Q2 2022.
  • 528 funds tracked by Wall St. Rank held Boston Properties as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.