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Alera Investment Advisors’s Boston Scientific BSX Stock Holding History

Alera Investment Advisors’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 		$213K Buy
+2,547
New +$201K 0.03% 264
2019
Q2 		– Sell
-645
Closed -$25K – 211
2019
Q1 		$25K Buy
645
+97
+18% +$3.71K 0.01% 242
2018
Q4 		$19K Buy
+548
New +$19.9K 0.01% 290

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alera Investment Advisors's BSX Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Boston Scientific (BSX) in Q3 2024: 2,547 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in BSX as recently as Q1 2019.

Alera Investment Advisors first reported a position in BSX in Q4 2018 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold BSX as of Q3 2024.

  • Alera Investment Advisors held 2,547 shares of Boston Scientific worth $213K as of Q3 2024.
  • Boston Scientific was a new Alera Investment Advisors position in Q3 2024.
  • Boston Scientific made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #264 holding.
  • Alera Investment Advisors first reported a position in Boston Scientific in Q4 2018 and has held it in 3 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.