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WIA
Wealthstreet Investment Advisors’s
Boston Properties
BXP
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-16,933
Closed
-$1.72M
–
124
2021
Q1
$1.72M
Sell
16,933
-67
-0.4%
-$6.54K
0.17%
126
2020
Q4
$1.61M
Hold
17,000
–
–
0.16%
128
2020
Q3
$1.36M
Buy
17,000
+81
+0.5%
+$7.07K
0.15%
131
2020
Q2
$1.53M
Sell
16,919
-129
-0.8%
-$11.7K
0.19%
111
2020
Q1
$1.57M
Hold
17,048
–
–
0.23%
96
2019
Q4
$2.35M
Hold
17,048
–
–
0.27%
87
2019
Q3
$2.27M
Hold
17,048
–
–
0.29%
82
2019
Q2
$2.2M
Sell
17,048
-250
-1%
-$33.6K
0.28%
86
2019
Q1
$2.32M
Sell
17,298
-202
-1%
-$25.9K
0.31%
81
2018
Q4
$2.19M
Sell
17,500
-900
-5%
-$109K
0.31%
80
2018
Q3
$2.27M
Sell
18,400
-150
-0.8%
-$19.1K
0.28%
83
2018
Q2
$2.33M
Sell
18,550
-300
-2%
-$36.4K
0.31%
82
2018
Q1
$2.32M
Buy
18,850
+900
+5%
+$109K
0.29%
85
2017
Q4
$2.33M
Buy
+17,950
New
+$2.25M
0.28%
91
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
AAMU
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$13B AUM
5.3%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
PI
Putnam Investments
Boston, Massachusetts
$75.7B AUM
34.45%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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