YorkBridge Wealth Partners’s Boston Properties BXP Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-4,479	Closed	-$336K	–	261
2022 Q3	$336K	Buy	4,479 +929	+26%	+$79K	0.09%	171
2022 Q2	$316K	Buy	3,550 +316	+10%	+$35K	0.08%	180
2022 Q1	$417K	Sell	3,234 -42	-1%	-$5.09K	0.09%	168
2021 Q4	$377K	Buy	3,276 +19	+0.6%	+$2.19K	0.08%	204
2021 Q3	$353K	Buy	3,257 +128	+4%	+$14.6K	0.09%	196
2021 Q2	$359K	Sell	3,129 -523	-14%	-$58.7K	0.09%	175
2021 Q1	$370K	Buy	3,652 +1,471	+67%	+$143K	0.11%	153
2020 Q4	$206K	Buy	+2,181	New	+$195K	0.07%	210

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 $3.37T AUM 44.26% 1-Year Est. Return

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

AAMU

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

YorkBridge Wealth Partners's BXP Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Boston Properties (BXP) in Q4 2022, closing a stake of 4,479 shares — an estimated $336K sold.

YorkBridge Wealth Partners first reported a position in BXP in Q4 2020 and held it in 8 quarters. The position peaked at $417K in Q1 2022. 518 funds tracked by Wall St. Rank hold BXP as of Q4 2022.

YorkBridge Wealth Partners reported no remaining Boston Properties position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 4,479 Boston Properties shares in Q4 2022, an estimated $336K.
YorkBridge Wealth Partners first reported a position in Boston Properties in Q4 2020 and held it in 8 quarters.
YorkBridge Wealth Partners's Boston Properties position peaked at $417K in Q1 2022.
518 funds tracked by Wall St. Rank held Boston Properties as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.