Great Valley Advisor Group’s Boston Properties BXP Stock Holding History

Great Valley Advisor Group’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 Q1	–	Sell	-3,523	Closed	-$238K	–	710
2022 Q4	$238K	Sell	3,523 -2,092	-37%	-$148K	0.01%	612
2022 Q3	$421K	Buy	5,615 +837	+18%	+$71.1K	0.02%	459
2022 Q2	$425K	Sell	4,778 -692	-13%	-$76.6K	0.02%	460
2022 Q1	$704K	Buy	5,470 +14	+0.3%	+$1.7K	0.04%	329
2021 Q4	$628K	Sell	5,456 -687	-11%	-$79.1K	0.04%	346
2021 Q3	$666K	Sell	6,143 -114	-2%	-$13K	0.05%	308
2021 Q2	$717K	Buy	6,257 +426	+7%	+$47.8K	0.05%	284
2021 Q1	$590K	Buy	5,831 +902	+18%	+$88K	0.06%	275
2020 Q4	$466K	Buy	+4,929	New	+$440K	0.05%	293
2020 Q2	–	Sell	-2,200	Closed	-$203K	–	414
2020 Q1	$203K	Hold	2,200	–	–	0.05%	288
2019 Q4	$303K	Hold	2,200	–	–	0.07%	280
2019 Q3	$285K	Hold	2,200	–	–	0.07%	267
2019 Q2	$284K	Hold	2,200	–	–	0.07%	259
2019 Q1	$295K	Hold	2,200	–	–	0.09%	226
2018 Q4	$248K	Buy	+2,200	New	+$266K	0.09%	197

Other funds holding BXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Great Valley Advisor Group's BXP Position: Q1 2023 in Review

Great Valley Advisor Group sold out of Boston Properties (BXP) in Q1 2023, closing a stake of 3,523 shares — an estimated $238K sold.

Great Valley Advisor Group first reported a position in BXP in Q4 2018 and held it in 15 quarters. The position peaked at $717K in Q2 2021. 481 funds tracked by Wall St. Rank hold BXP as of Q1 2023.

Great Valley Advisor Group reported no remaining Boston Properties position as of Q1 2023 after selling out during the quarter.
Great Valley Advisor Group sold 3,523 Boston Properties shares in Q1 2023, an estimated $238K.
Great Valley Advisor Group first reported a position in Boston Properties in Q4 2018 and held it in 15 quarters.
Great Valley Advisor Group's Boston Properties position peaked at $717K in Q2 2021.
481 funds tracked by Wall St. Rank held Boston Properties as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.