WR Wealth Planners’s Boston Properties BXP Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-28	Closed	-$1.51K	–	910
2023 Q1	$1.51K	Buy	+28	New	+$1.83K	﹤0.01%	806

Other funds holding BXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's BXP Position: Q2 2023 in Review

WR Wealth Planners sold out of Boston Properties (BXP) in Q2 2023, closing a stake of 28 shares — an estimated $1.51K sold.

WR Wealth Planners first reported a position in BXP in Q1 2023 and held it in 1 quarter. The position peaked at $1.51K in Q1 2023. 478 funds tracked by Wall St. Rank hold BXP as of Q2 2023.

WR Wealth Planners reported no remaining Boston Properties position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 28 Boston Properties shares in Q2 2023, an estimated $1.51K.
WR Wealth Planners first reported a position in Boston Properties in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Boston Properties position peaked at $1.51K in Q1 2023.
478 funds tracked by Wall St. Rank held Boston Properties as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.