Kore Private Wealth’s Boston Properties BXP Stock Holding History

Kore Private Wealth’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	$454K	Sell	6,054 -44	-0.7%	-$3.74K	0.08%	144
2022 Q2	$543K	Sell	6,098 -12	-0.2%	-$1.33K	0.08%	155
2022 Q1	$787K	Sell	6,110 -2,039	-25%	-$247K	0.1%	139
2021 Q4	$939K	Sell	8,149 -725	-8%	-$83.5K	0.11%	123
2021 Q3	$961K	Buy	8,874 +366	+4%	+$41.8K	0.1%	153
2021 Q2	$975K	Buy	8,508 +393	+5%	+$44.1K	0.11%	139
2021 Q1	$822K	Buy	8,115 +3,963	+95%	+$387K	0.11%	128
2020 Q4	$392K	Buy	4,152 +1,105	+36%	+$98.7K	0.06%	192
2020 Q3	$245K	Buy	3,047 +41	+1%	+$3.58K	0.05%	223
2020 Q2	$271K	Buy	3,006 +454	+18%	+$41.2K	0.06%	190
2020 Q1	$235K	Buy	2,552 +46	+2%	+$5.92K	0.06%	188
2019 Q4	$345K	Hold	2,506	–	–	0.07%	178
2019 Q3	$322K	Hold	2,506	–	–	0.07%	168
2019 Q2	$323K	Hold	2,506	–	–	0.07%	166
2019 Q1	$338K	Hold	2,506	–	–	0.08%	152
2018 Q4	$284K	Buy	+2,506	New	+$303K	0.08%	162

Other funds holding BXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Kore Private Wealth's BXP Position: Q3 2022 in Review

Kore Private Wealth reduced its Boston Properties (BXP) stake by 0.72% in Q3 2022, selling an estimated $3.74K and leaving 6,054 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #144.

Kore Private Wealth first reported a position in BXP in Q4 2018 and has held it in 16 quarters since. The position peaked at $975K in Q2 2021. 528 funds tracked by Wall St. Rank hold BXP as of Q3 2022.

Kore Private Wealth held 6,054 shares of Boston Properties worth $454K as of Q3 2022.
Kore Private Wealth sold 44 Boston Properties shares in Q3 2022, an estimated $3.74K.
Boston Properties made up 0.08% of Kore Private Wealth's portfolio in Q3 2022, its #144 holding.
Kore Private Wealth first reported a position in Boston Properties in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Boston Properties position peaked at $975K in Q2 2021.
528 funds tracked by Wall St. Rank held Boston Properties as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.