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Heritage Wealth Advisors’s Boston Properties BXP Stock Holding History

Heritage 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
2025
Q1 		– Sell
-63
Closed -$4.68K – 586
2024
Q4 		$4.68K Buy
63
+11
+21% +$892 ﹤0.01% 498
2024
Q3 		$4.18K Buy
+52
New +$3.72K ﹤0.01% 498

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Heritage Wealth Advisors's BXP Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Boston Properties (BXP) in Q1 2025, closing a stake of 63 shares — an estimated $4.68K sold.

Heritage Wealth Advisors first reported a position in BXP in Q3 2024 and held it in 2 quarters. The position peaked at $4.68K in Q4 2024. 605 funds tracked by Wall St. Rank hold BXP as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Boston Properties position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 63 Boston Properties shares in Q1 2025, an estimated $4.68K.
  • Heritage Wealth Advisors first reported a position in Boston Properties in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Boston Properties position peaked at $4.68K in Q4 2024.
  • 605 funds tracked by Wall St. Rank held Boston Properties as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.