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Curi Wealth Management’s Boston Scientific BSX Stock Holding History

Curi 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
Q3 		– Sell
-136
Closed -$5K – 258
2022
Q2 		$5K Sell
136
-316
-70% -$12.9K ﹤0.01% 447
2022
Q1 		$20K Sell
452
-105
-19% -$4.55K ﹤0.01% 284
2021
Q4 		$23K Buy
+557
New +$23.4K ﹤0.01% 234
2021
Q1 		– Sell
-83
Closed -$2K – 150
2020
Q4 		$2K Buy
+83
New +$2.99K ﹤0.01% 330

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
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

Curi Wealth Management's BSX Position: Q3 2022 in Review

Curi Wealth Management sold out of Boston Scientific (BSX) in Q3 2022, closing a stake of 136 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in BSX in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 864 funds tracked by Wall St. Rank hold BSX as of Q3 2022.

  • Curi Wealth Management reported no remaining Boston Scientific position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 136 Boston Scientific shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Boston Scientific in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Boston Scientific position peaked at $23K in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.