BerganKDV Wealth Management’s Boston Scientific BSX Stock Holding History

BerganKDV 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 Q2	$18.3K	Sell	338 -320	-49%	-$16.7K	﹤0.01%	497
2023 Q1	$32.9K	Buy	658 +202	+44%	+$9.52K	﹤0.01%	444
2022 Q4	$21.1K	Buy	456 +15	+3%	+$650	﹤0.01%	484
2022 Q3	$17K	Hold	441	–	–	﹤0.01%	507
2022 Q2	$16K	Sell	441 -8	-2%	-$326	﹤0.01%	513
2022 Q1	$20K	Sell	449 -509	-53%	-$22.1K	﹤0.01%	511
2021 Q4	$41K	Buy	958 +817	+579%	+$34.3K	﹤0.01%	451
2021 Q3	$6K	Hold	141	–	–	﹤0.01%	716
2021 Q2	$6K	Sell	141 -3,405	-96%	-$143K	﹤0.01%	673
2021 Q1	$137K	Hold	3,546	–	–	0.02%	268
2020 Q4	$127K	Sell	3,546 -38	-1%	-$1.37K	0.02%	258
2020 Q3	$137K	Hold	3,584	–	–	0.02%	239
2020 Q2	$126K	Sell	3,584 -1,602	-31%	-$57.7K	0.02%	258
2020 Q1	$169K	Buy	5,186 +38	+0.7%	+$1.48K	0.03%	220
2019 Q4	$233K	Buy	5,148 +148	+3%	+$6.19K	0.04%	210
2019 Q3	$203K	Hold	5,000	–	–	0.04%	206
2019 Q2	$215K	Hold	5,000	–	–	0.04%	203
2019 Q1	$192K	Buy	+5,000	New	+$191K	0.04%	210

Other funds holding BSX

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

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

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

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

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

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

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

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

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

Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

BerganKDV Wealth Management's BSX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Boston Scientific (BSX) stake by 49% in Q2 2023, selling an estimated $16.7K and leaving 338 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

BerganKDV Wealth Management first reported a position in BSX in Q1 2019 and has held it in 18 quarters since. The position peaked at $233K in Q4 2019. 1,066 funds tracked by Wall St. Rank hold BSX as of Q2 2023.

BerganKDV Wealth Management held 338 shares of Boston Scientific worth $18.3K as of Q2 2023.
BerganKDV Wealth Management sold 320 Boston Scientific shares in Q2 2023, an estimated $16.7K.
Boston Scientific made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #497 holding.
BerganKDV Wealth Management first reported a position in Boston Scientific in Q1 2019 and has held it in 18 quarters since.
BerganKDV Wealth Management's Boston Scientific position peaked at $233K in Q4 2019.
1,066 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.