Valeo Financial Advisors’s Boston Properties BXP Stock Holding History

Valeo Financial Advisors’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 Q2	–	Sell	-1,734	Closed	-$223K	–	539
2022 Q1	$223K	Buy	+1,734	New	+$210K	0.01%	520
2021 Q2	–	Sell	-354	Closed	-$36K	–	702
2021 Q1	$36K	Buy	354 +4	+1%	+$390	﹤0.01%	984
2020 Q4	$33K	Buy	+350	New	+$31.3K	﹤0.01%	909
2020 Q3	–	Sell	-54	Closed	-$5K	–	1658
2020 Q2	$5K	Buy	54 +39	+260%	+$3.54K	﹤0.01%	1506
2020 Q1	$1K	Buy	+15	New	+$1.93K	﹤0.01%	1628
2018 Q4	–	Sell	-15	Closed	-$1.82K	–	1506
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	1437
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	1326
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	1312
2017 Q4	$2K	Buy	+15	New	+$1.88K	﹤0.01%	1168

Other funds holding BXP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's BXP Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Boston Properties (BXP) in Q2 2022, closing a stake of 1,734 shares — an estimated $223K sold.

Valeo Financial Advisors first reported a position in BXP in Q4 2017 and held it in 9 quarters. The position peaked at $223K in Q1 2022. 527 funds tracked by Wall St. Rank hold BXP as of Q2 2022.

Valeo Financial Advisors reported no remaining Boston Properties position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 1,734 Boston Properties shares in Q2 2022, an estimated $223K.
Valeo Financial Advisors first reported a position in Boston Properties in Q4 2017 and held it in 9 quarters.
Valeo Financial Advisors's Boston Properties position peaked at $223K in Q1 2022.
527 funds tracked by Wall St. Rank held Boston Properties as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.