9258 Wealth Management’s Boston Scientific BSX Stock Holding History

9258 Wealth Management’s Portfolio BSX Stock Details BSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$369K	Sell	4,407 -7	-0.2%	-$552	0.05%	244
2024 Q2	$340K	Hold	4,414	–	–	0.05%	247
2024 Q1	$302K	Sell	4,414 -10	-0.2%	-$643	0.05%	269
2023 Q4	$256K	Sell	4,424 -33	-0.7%	-$1.76K	0.05%	272
2023 Q3	$235K	Buy	+4,457	New	+$234K	0.05%	281
2022 Q3	–	Sell	-5,416	Closed	-$202K	–	325
2022 Q2	$202K	Buy	5,416 +235	+5%	+$9.57K	0.05%	315
2022 Q1	$229K	Sell	5,181 -4,370	-46%	-$189K	0.05%	327
2021 Q4	$406K	Sell	9,551 -380	-4%	-$16K	0.09%	229
2021 Q3	$431K	Hold	9,931	–	–	0.12%	195
2021 Q2	$425K	Buy	9,931 +3,826	+63%	+$161K	0.11%	197
2021 Q1	$236K	Buy	+6,105	New	+$231K	0.07%	280

Other funds holding BSX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

9258 Wealth Management's BSX Position: Q3 2024 in Review

9258 Wealth Management reduced its Boston Scientific (BSX) stake by 0.16% in Q3 2024, selling an estimated $552 and leaving 4,407 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #244.

9258 Wealth Management first reported a position in BSX in Q1 2021 and has held it in 11 quarters since. The position peaked at $431K in Q3 2021. 1,395 funds tracked by Wall St. Rank hold BSX as of Q3 2024.

9258 Wealth Management held 4,407 shares of Boston Scientific worth $369K as of Q3 2024.
9258 Wealth Management sold 7 Boston Scientific shares in Q3 2024, an estimated $552.
Boston Scientific made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #244 holding.
9258 Wealth Management first reported a position in Boston Scientific in Q1 2021 and has held it in 11 quarters since.
9258 Wealth Management's Boston Scientific position peaked at $431K in Q3 2021.
1,395 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.