Bridge Advisory’s Boston Scientific BSX Stock Holding History

Bridge Advisory’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	-6,110	Closed	-$323K	–	113
2023 Q3	$323K	Buy	6,110 +17	+0.3%	+$892	0.11%	116
2023 Q2	$330K	Hold	6,093	–	–	0.12%	100
2023 Q1	$305K	Hold	6,093	–	–	0.12%	98
2022 Q4	$282K	Sell	6,093 -2,000	-25%	-$86.6K	0.12%	105
2022 Q3	$313K	Hold	8,093	–	–	0.15%	87
2022 Q2	$298K	Hold	8,093	–	–	0.14%	91
2022 Q1	$358K	Hold	8,093	–	–	0.16%	76
2021 Q4	$344K	Hold	8,093	–	–	0.16%	79
2021 Q3	$351K	Hold	8,093	–	–	0.17%	62
2021 Q2	$346K	Hold	8,093	–	–	0.18%	65
2021 Q1	$313K	Buy	+8,093	New	+$306K	0.19%	54

Other funds holding BSX

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bridge Advisory's BSX Position: Q4 2023 in Review

Bridge Advisory sold out of Boston Scientific (BSX) in Q4 2023, closing a stake of 6,110 shares — an estimated $323K sold.

Bridge Advisory first reported a position in BSX in Q1 2021 and held it in 11 quarters. The position peaked at $358K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

Bridge Advisory reported no remaining Boston Scientific position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 6,110 Boston Scientific shares in Q4 2023, an estimated $323K.
Bridge Advisory first reported a position in Boston Scientific in Q1 2021 and held it in 11 quarters.
Bridge Advisory's Boston Scientific position peaked at $358K in Q1 2022.
1,148 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.