Morton Brown Family Wealth’s Boston Properties BXP Stock Holding History

Morton Brown Family 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
2023 Q2	–	Sell	-10	Closed	-$541	–	195
2023 Q1	$541	Buy	+10	New	+$653	﹤0.01%	284
2022 Q3	–	Sell	-32	Closed	-$3K	–	223
2022 Q2	$3K	Buy	+32	New	+$3.54K	﹤0.01%	174

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Morton Brown Family Wealth's BXP Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Boston Properties (BXP) in Q2 2023, closing a stake of 10 shares — an estimated $541 sold.

Morton Brown Family Wealth first reported a position in BXP in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 478 funds tracked by Wall St. Rank hold BXP as of Q2 2023.

Morton Brown Family Wealth reported no remaining Boston Properties position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 10 Boston Properties shares in Q2 2023, an estimated $541.
Morton Brown Family Wealth first reported a position in Boston Properties in Q2 2022 and held it in 2 quarters.
Morton Brown Family Wealth's Boston Properties position peaked at $3K in Q2 2022.
478 funds tracked by Wall St. Rank held Boston Properties as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.