Calton & Associates’s Boston Scientific BSX Stock Holding History

Calton & Associates’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	-4,708	Closed	-$272K	–	201
2023 Q4	$272K	Buy	+4,708	New	+$251K	0.11%	170
2019 Q2	–	Sell	-13,619	Closed	-$523K	–	285
2019 Q1	$523K	Buy	+13,619	New	+$520K	0.16%	123
2018 Q1	–	Sell	-1,061	Closed	-$29K	–	458
2017 Q4	$29K	Buy	+1,061	New	+$29.3K	0.01%	814

Other funds holding BSX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Calton & Associates's BSX Position: Q1 2024 in Review

Calton & Associates sold out of Boston Scientific (BSX) in Q1 2024, closing a stake of 4,708 shares — an estimated $272K sold.

Calton & Associates first reported a position in BSX in Q4 2017 and held it in 3 quarters. The position peaked at $523K in Q1 2019. 1,222 funds tracked by Wall St. Rank hold BSX as of Q1 2024.

Calton & Associates reported no remaining Boston Scientific position as of Q1 2024 after selling out during the quarter.
Calton & Associates sold 4,708 Boston Scientific shares in Q1 2024, an estimated $272K.
Calton & Associates first reported a position in Boston Scientific in Q4 2017 and held it in 3 quarters.
Calton & Associates's Boston Scientific position peaked at $523K in Q1 2019.
1,222 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.