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Williams Jones Wealth Management’s Boston Properties BXP Stock Holding History

Williams Jones 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
2020
Q3 		– Sell
-2,325
Closed -$210K – 443
2020
Q2 		$210K Sell
2,325
-775
-25% -$70.3K ﹤0.01% 371
2020
Q1 		$286K Hold
3,100
– – 0.01% 298
2019
Q4 		$427K Hold
3,100
– – 0.01% 302
2019
Q3 		$402K Buy
+3,100
New +$403K 0.01% 297

Other funds holding BXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Williams Jones Wealth Management's BXP Position: Q3 2020 in Review

Williams Jones Wealth Management sold out of Boston Properties (BXP) in Q3 2020, closing a stake of 2,325 shares — an estimated $210K sold.

Williams Jones Wealth Management first reported a position in BXP in Q3 2019 and held it in 4 quarters. The position peaked at $427K in Q4 2019. 487 funds tracked by Wall St. Rank hold BXP as of Q3 2020.

  • Williams Jones Wealth Management reported no remaining Boston Properties position as of Q3 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 2,325 Boston Properties shares in Q3 2020, an estimated $210K.
  • Williams Jones Wealth Management first reported a position in Boston Properties in Q3 2019 and held it in 4 quarters.
  • Williams Jones Wealth Management's Boston Properties position peaked at $427K in Q4 2019.
  • 487 funds tracked by Wall St. Rank held Boston Properties as of Q3 2020.

Based on Williams Jones Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.