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Venturi Wealth Management’s Boston Properties BXP Stock Holding History

Venturi 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
2025
Q1 		– Sell
-2,844
Closed -$211K – 751
2024
Q4 		$211K Buy
2,844
+2,758
+3,207% +$224K 0.01% 535
2024
Q3 		$6.92K Buy
+86
New +$6.16K ﹤0.01% 1296
2024
Q2 		– Sell
-40
Closed -$2.61K – 1498
2024
Q1 		$2.61K Sell
40
-8
-17% -$530 ﹤0.01% 1216
2023
Q4 		$3.37K Hold
48
– – ﹤0.01% 1108
2023
Q3 		$2.86K Buy
48
+43
+860% +$2.75K ﹤0.01% 1100
2023
Q2 		$288 Buy
+5
New +$260 ﹤0.01% 1114

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Venturi Wealth Management's BXP Position: Q1 2025 in Review

Venturi Wealth Management sold out of Boston Properties (BXP) in Q1 2025, closing a stake of 2,844 shares — an estimated $211K sold.

Venturi Wealth Management first reported a position in BXP in Q2 2023 and held it in 6 quarters. The position peaked at $211K in Q4 2024. 606 funds tracked by Wall St. Rank hold BXP as of Q1 2025.

  • Venturi Wealth Management reported no remaining Boston Properties position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,844 Boston Properties shares in Q1 2025, an estimated $211K.
  • Venturi Wealth Management first reported a position in Boston Properties in Q2 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Boston Properties position peaked at $211K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Boston Properties as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.