SFP
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Sterling Financial Planning’s Boston Properties BXP Stock Holding History

Sterling Financial Planning’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
-250
Closed -$27K – 144
2021
Q3 		$27K Hold
250
– – 0.02% 235
2021
Q2 		$29K Hold
250
– – 0.02% 220
2021
Q1 		$25K Hold
250
– – 0.02% 212
2020
Q4 		$24K Buy
+250
New +$22.3K 0.02% 200

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 $3.37T AUM 44.26% 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

Sterling Financial Planning's BXP Position: Q4 2021 in Review

Sterling Financial Planning sold out of Boston Properties (BXP) in Q4 2021, closing a stake of 250 shares — an estimated $27K sold.

Sterling Financial Planning first reported a position in BXP in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q2 2021. 526 funds tracked by Wall St. Rank hold BXP as of Q4 2021.

  • Sterling Financial Planning reported no remaining Boston Properties position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 250 Boston Properties shares in Q4 2021, an estimated $27K.
  • Sterling Financial Planning first reported a position in Boston Properties in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Boston Properties position peaked at $29K in Q2 2021.
  • 526 funds tracked by Wall St. Rank held Boston Properties as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.