Baystate Wealth Management’s Boston Scientific BSX Stock Holding History

Baystate 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
2023 Q4	$70.8K	Buy	1,224 +69	+6%	+$3.68K	0.01%	321
2023 Q3	$61K	Sell	1,155 -112	-9%	-$5.87K	0.01%	315
2023 Q2	$68.5K	Hold	1,267	–	–	0.01%	296
2023 Q1	$63.4K	Buy	1,267 +112	+10%	+$5.28K	0.01%	308
2022 Q4	$53K	Hold	1,155	–	–	﹤0.01%	318
2022 Q3	$45K	Hold	1,155	–	–	﹤0.01%	315
2022 Q2	$43K	Hold	1,155	–	–	﹤0.01%	335
2022 Q1	$51K	Sell	1,155 -106	-8%	-$4.59K	﹤0.01%	315
2021 Q4	$54K	Sell	1,261 -10	-0.8%	-$420	﹤0.01%	308
2021 Q3	$55K	Buy	1,271 +106	+9%	+$4.69K	0.01%	291
2021 Q2	$50K	Hold	1,165	–	–	﹤0.01%	279
2021 Q1	$45K	Hold	1,165	–	–	﹤0.01%	270
2020 Q4	$42K	Hold	1,165	–	–	﹤0.01%	264
2020 Q3	$45K	Buy	1,165 +450	+63%	+$17.3K	0.01%	233
2020 Q2	$25K	Buy	715 +705	+7,050%	+$25.4K	﹤0.01%	283
2020 Q1	$0	Hold	10	–	–	﹤0.01%	609
2019 Q4	$0	Hold	10	–	–	﹤0.01%	624
2019 Q3	$0	Hold	10	–	–	﹤0.01%	580
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	540
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	551
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	556
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	572
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	591
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	551
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	554
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	538
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	556
2017 Q1	$1K	Buy	+10	New	+$243	﹤0.01%	520

Other funds holding BSX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Baystate Wealth Management's BSX Position: Q4 2023 in Review

Baystate Wealth Management increased its Boston Scientific (BSX) stake by 6% in Q4 2023, buying an estimated $3.68K and bringing the position to 1,224 shares worth $70.8K. The position accounts for 0.01% of the portfolio, ranked #321.

Baystate Wealth Management first reported a position in BSX in Q1 2017 and has held it in 28 quarters since. 1,150 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

Baystate Wealth Management held 1,224 shares of Boston Scientific worth $70.8K as of Q4 2023.
Baystate Wealth Management bought 69 Boston Scientific shares in Q4 2023, an estimated $3.68K.
Boston Scientific made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #321 holding.
Baystate Wealth Management first reported a position in Boston Scientific in Q1 2017 and has held it in 28 quarters since.
1,150 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.