Plante Moran Financial Advisors’s Boston Properties BXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-374
| Closed | -$26.2K | – | 858 |
|
|
2023
Q4 | $26.2K | Hold |
374
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $22.2K | Buy |
+374
| New | +$23.9K | ﹤0.01% | 415 |
|
|
2023
Q2 | – | Sell |
-374
| Closed | -$20.2K | – | 801 |
|
|
2023
Q1 | $20.2K | Hold |
374
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $25.3K | Sell |
374
-41
| -10% | -$2.91K | ﹤0.01% | 423 |
|
|
2022
Q3 | $31K | Buy |
415
+41
| +11% | +$3.48K | 0.01% | 377 |
|
|
2022
Q2 | $33K | Hold |
374
| – | – | 0.01% | 373 |
|
|
2022
Q1 | $48K | Hold |
374
| – | – | 0.01% | 339 |
|
|
2021
Q4 | $43K | Hold |
374
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $41K | Hold |
374
| – | – | 0.01% | 419 |
|
|
2021
Q2 | $43K | Hold |
374
| – | – | 0.01% | 406 |
|
|
2021
Q1 | $38K | Hold |
374
| – | – | 0.01% | 414 |
|
|
2020
Q4 | $35K | Sell |
374
-332
| -47% | -$29.7K | 0.01% | 416 |
|
|
2020
Q3 | $57K | Buy |
+706
| New | +$61.6K | 0.02% | 301 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$1K | – | 789 |
|
|
2018
Q4 | $1K | Buy |
+11
| New | +$1.33K | ﹤0.01% | 781 |
|
|
2018
Q2 | – | Sell |
-37
| Closed | -$5K | – | 830 |
|
|
2018
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 713 |
|
|
2017
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 696 |
|
|
2017
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 646 |
|
|
2017
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 661 |
|
|
2017
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 694 |
|
|
2016
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 703 |
|
|
2016
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 680 |
|
|
2016
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 621 |
|
|
2016
Q1 | $5K | Sell |
37
-180
| -83% | -$21.4K | ﹤0.01% | 575 |
|
|
2015
Q4 | $28K | Buy |
217
+180
| +486% | +$22.4K | 0.02% | 391 |
|
|
2015
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 607 |
|
|
2015
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 640 |
|
|
2015
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 606 |
|
|
2014
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 654 |
|
|
2014
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 697 |
|
|
2014
Q2 | $4K | Buy |
+37
| New | +$4.37K | ﹤0.01% | 689 |
|
Other funds holding BXP
AAMU
Plante Moran Financial Advisors's BXP Position: Q1 2024 in Review
Plante Moran Financial Advisors sold out of Boston Properties (BXP) in Q1 2024, closing a stake of 374 shares — an estimated $26.2K sold.
Plante Moran Financial Advisors first reported a position in BXP in Q2 2014 and held it in 30 quarters. The position peaked at $57K in Q3 2020. 577 funds tracked by Wall St. Rank hold BXP as of Q1 2024.
- Plante Moran Financial Advisors reported no remaining Boston Properties position as of Q1 2024 after selling out during the quarter.
- Plante Moran Financial Advisors sold 374 Boston Properties shares in Q1 2024, an estimated $26.2K.
- Plante Moran Financial Advisors first reported a position in Boston Properties in Q2 2014 and held it in 30 quarters.
- Plante Moran Financial Advisors's Boston Properties position peaked at $57K in Q3 2020.
- 577 funds tracked by Wall St. Rank held Boston Properties as of Q1 2024.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.