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Delap Wealth Advisory’s Boston Scientific BSX Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-3,683
Closed -$252K – 144
2024
Q1 		$252K Buy
+3,683
New +$237K 0.1% 194

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Delap Wealth Advisory's BSX Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Boston Scientific (BSX) in Q2 2024, closing a stake of 3,683 shares — an estimated $252K sold.

Delap Wealth Advisory first reported a position in BSX in Q1 2024 and held it in 1 quarter. The position peaked at $252K in Q1 2024. 1,317 funds tracked by Wall St. Rank hold BSX as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Boston Scientific position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 3,683 Boston Scientific shares in Q2 2024, an estimated $252K.
  • Delap Wealth Advisory first reported a position in Boston Scientific in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Boston Scientific position peaked at $252K in Q1 2024.
  • 1,317 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.