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Carroll Financial Associates’s Boston Scientific BSX Stock Holding History

Carroll Financial 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
2021
Q4 		$118K Sell
2,757
-1,365
-33% -$57.4K 0.01% 494
2021
Q3 		$178K Buy
4,122
+27
+0.7% +$1.2K 0.01% 420
2021
Q2 		$175K Buy
4,095
+8
+0.2% +$337 0.01% 442
2021
Q1 		$157K Buy
4,087
+17
+0.4% +$643 0.01% 448
2020
Q4 		$146K Hold
4,070
– – 0.01% 437
2020
Q3 		$155K Hold
4,070
– – 0.01% 381
2020
Q2 		$142K Hold
4,070
– – 0.01% 390
2020
Q1 		$132K Sell
4,070
-130
-3% -$5.08K 0.01% 368
2019
Q4 		$189K Hold
4,200
– – 0.02% 373
2019
Q3 		$170K Hold
4,200
– – 0.01% 396
2019
Q2 		$180K Buy
4,200
+1,469
+54% +$56.5K 0.02% 368
2019
Q1 		$104K Sell
2,731
-17
-0.6% -$649 0.01% 439
2018
Q4 		$94K Sell
2,748
-17
-0.6% -$617 0.01% 380
2018
Q3 		$106K Sell
2,765
-269
-9% -$9.39K 0.01% 373
2018
Q2 		$99K Hold
3,034
– – 0.01% 380
2018
Q1 		$82K Buy
3,034
+307
+11% +$8.34K 0.01% 411
2017
Q4 		$67K Hold
2,727
– – 0.01% 436
2017
Q3 		$80K Buy
2,727
+227
+9% +$6.27K 0.01% 408
2017
Q2 		$69K Hold
2,500
– – 0.01% 431
2017
Q1 		$62K Hold
2,500
– – 0.01% 432
2016
Q4 		$54K Hold
2,500
– – 0.01% 447
2016
Q3 		$59K Hold
2,500
– – 0.01% 434
2016
Q2 		$58K Hold
2,500
– – 0.01% 422
2016
Q1 		$47K Buy
+2,500
New +$43.9K 0.01% 440
2013
Q4 		– Sell
-200
Closed -$2K – 809
2013
Q3 		$2K Hold
200
– – ﹤0.01% 684
2013
Q2 		$1K Buy
+200
New +$1.7K ﹤0.01% 571

Other funds holding BSX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Carroll Financial Associates's BSX Position: Q4 2021 in Review

Carroll Financial Associates reduced its Boston Scientific (BSX) stake by 33% in Q4 2021, selling an estimated $57.4K and leaving 2,757 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #494.

Carroll Financial Associates first reported a position in BSX in Q2 2013 and has held it in 26 quarters since. The position peaked at $189K in Q4 2019. 888 funds tracked by Wall St. Rank hold BSX as of Q4 2021.

  • Carroll Financial Associates held 2,757 shares of Boston Scientific worth $118K as of Q4 2021.
  • Carroll Financial Associates sold 1,365 Boston Scientific shares in Q4 2021, an estimated $57.4K.
  • Boston Scientific made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #494 holding.
  • Carroll Financial Associates first reported a position in Boston Scientific in Q2 2013 and has held it in 26 quarters since.
  • Carroll Financial Associates's Boston Scientific position peaked at $189K in Q4 2019.
  • 888 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.