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Briaud Financial Planning’s Boston Scientific BSX Stock Holding History

Briaud Financial Planning’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 		– Sell
-87
Closed -$4K – 38
2023
Q3 		$4K Buy
+87
New +$4.56K ﹤0.01% 118

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Briaud Financial Planning's BSX Position: Q4 2023 in Review

Briaud Financial Planning sold out of Boston Scientific (BSX) in Q4 2023, closing a stake of 87 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in BSX in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

  • Briaud Financial Planning reported no remaining Boston Scientific position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 87 Boston Scientific shares in Q4 2023, an estimated $4K.
  • Briaud Financial Planning first reported a position in Boston Scientific in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Boston Scientific position peaked at $4K in Q3 2023.
  • 1,148 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.