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BKM Wealth Management’s Boston Scientific BSX Stock Holding History

BKM 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
Q1 		– Sell
-308
Closed -$17.8K – 243
2023
Q4 		$17.8K Buy
+308
New +$16.4K 0.01% 398

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BKM Wealth Management's BSX Position: Q1 2024 in Review

BKM Wealth Management sold out of Boston Scientific (BSX) in Q1 2024, closing a stake of 308 shares — an estimated $17.8K sold.

BKM Wealth Management first reported a position in BSX in Q4 2023 and held it in 1 quarter. The position peaked at $17.8K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold BSX as of Q1 2024.

  • BKM Wealth Management reported no remaining Boston Scientific position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 308 Boston Scientific shares in Q1 2024, an estimated $17.8K.
  • BKM Wealth Management first reported a position in Boston Scientific in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Boston Scientific position peaked at $17.8K in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.