DFA
BSX icon

Davies Financial Advisors’s Boston Scientific BSX Stock Holding History

Davies Financial Advisors’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 		– Sell
-8,639
Closed -$724K – 66
2024
Q3 		$724K Buy
+8,639
New +$681K 0.63% 36

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

Davies Financial Advisors's BSX Position: Q4 2024 in Review

Davies Financial Advisors sold out of Boston Scientific (BSX) in Q4 2024, closing a stake of 8,639 shares — an estimated $724K sold.

Davies Financial Advisors first reported a position in BSX in Q3 2024 and held it in 1 quarter. The position peaked at $724K in Q3 2024. 1,512 funds tracked by Wall St. Rank hold BSX as of Q4 2024.

  • Davies Financial Advisors reported no remaining Boston Scientific position as of Q4 2024 after selling out during the quarter.
  • Davies Financial Advisors sold 8,639 Boston Scientific shares in Q4 2024, an estimated $724K.
  • Davies Financial Advisors first reported a position in Boston Scientific in Q3 2024 and held it in 1 quarter.
  • Davies Financial Advisors's Boston Scientific position peaked at $724K in Q3 2024.
  • 1,512 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2024.

Based on Davies Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.