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Cassady Schiller Wealth Management’s Boston Scientific BSX Stock Holding History

Cassady Schiller 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
Q4 		$6.97K Buy
+78
New +$6.87K ﹤0.01% 374
2022
Q1 		– Sell
-28
Closed -$1K – 171
2021
Q4 		$1K Buy
+28
New +$1.18K ﹤0.01% 433

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's BSX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Boston Scientific (BSX) in Q4 2024: 78 shares worth $6.97K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BSX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in BSX in Q4 2021 and has held it in 2 quarters since. 1,512 funds tracked by Wall St. Rank hold BSX as of Q4 2024.

  • Cassady Schiller Wealth Management held 78 shares of Boston Scientific worth $6.97K as of Q4 2024.
  • Boston Scientific was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Boston Scientific made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #374 holding.
  • Cassady Schiller Wealth Management first reported a position in Boston Scientific in Q4 2021 and has held it in 2 quarters since.
  • 1,512 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.