Comprehensive Financial Consultants Institutional’s Boston Scientific BSX Stock Holding History

Comprehensive Financial Consultants Institutional’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	-4,150	Closed	-$219K	–	155
2023 Q3	$219K	Sell	4,150 -51	-1%	-$2.67K	0.12%	145
2023 Q2	$221K	Sell	4,201 -197	-4%	-$10.3K	0.12%	155
2023 Q1	$220K	Sell	4,398 -36	-0.8%	-$1.7K	0.12%	151
2022 Q4	$207K	Buy	+4,434	New	+$192K	0.13%	156
2022 Q1	–	Sell	-497	Closed	-$22K	–	188
2021 Q4	$22K	Buy	+497	New	+$20.9K	0.01%	296

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

Comprehensive Financial Consultants Institutional's BSX Position: Q4 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Boston Scientific (BSX) in Q4 2023, closing a stake of 4,150 shares — an estimated $219K sold.

Comprehensive Financial Consultants Institutional first reported a position in BSX in Q4 2021 and held it in 5 quarters. The position peaked at $221K in Q2 2023. 1,148 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

Comprehensive Financial Consultants Institutional reported no remaining Boston Scientific position as of Q4 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 4,150 Boston Scientific shares in Q4 2023, an estimated $219K.
Comprehensive Financial Consultants Institutional first reported a position in Boston Scientific in Q4 2021 and held it in 5 quarters.
Comprehensive Financial Consultants Institutional's Boston Scientific position peaked at $221K in Q2 2023.
1,148 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2023, filed 24 Jan 2024.