LWM
BXP icon

Liberty Wealth Management’s Boston Properties BXP Stock Holding History

Liberty 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
2021
Q4 		– Sell
-136
Closed -$15K – 293
2021
Q3 		$15K Buy
136
+19
+16% +$2.17K 0.01% 712
2021
Q2 		$13K Hold
117
– – 0.01% 585
2021
Q1 		$10K Hold
117
– – ﹤0.01% 589
2020
Q4 		$10K Buy
117
+19
+19% +$1.7K ﹤0.01% 582
2020
Q3 		$8K Hold
98
– – ﹤0.01% 550
2020
Q2 		$9K Hold
98
– – 0.01% 507
2020
Q1 		$9K Hold
98
– – 0.01% 476
2019
Q4 		$13K Hold
98
– – 0.01% 489
2019
Q3 		$13K Buy
98
+15
+18% +$1.95K 0.01% 465
2019
Q2 		$11K Hold
83
– – 0.01% 494
2019
Q1 		$11K Hold
83
– – 0.01% 417
2018
Q4 		$9K Buy
+83
New +$10.1K 0.01% 440

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Liberty Wealth Management's BXP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Boston Properties (BXP) in Q4 2021, closing a stake of 136 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in BXP in Q4 2018 and held it in 12 quarters. The position peaked at $15K in Q3 2021. 526 funds tracked by Wall St. Rank hold BXP as of Q4 2021.

  • Liberty Wealth Management reported no remaining Boston Properties position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 136 Boston Properties shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in Boston Properties in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Boston Properties position peaked at $15K in Q3 2021.
  • 526 funds tracked by Wall St. Rank held Boston Properties as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.