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Castle Wealth Management’s Boston Scientific BSX Stock Holding History

Castle 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
2022
Q4 		– Sell
-113
Closed -$4K – 176
2022
Q3 		$4K Hold
113
– – ﹤0.01% 506
2022
Q2 		$4K Buy
+113
New +$4.6K ﹤0.01% 502

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Castle Wealth Management's BSX Position: Q4 2022 in Review

Castle Wealth Management sold out of Boston Scientific (BSX) in Q4 2022, closing a stake of 113 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in BSX in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 928 funds tracked by Wall St. Rank hold BSX as of Q4 2022.

  • Castle Wealth Management reported no remaining Boston Scientific position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 113 Boston Scientific shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in Boston Scientific in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Boston Scientific position peaked at $4K in Q3 2022.
  • 928 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.