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Evolution Wealth Advisors’s Boston Scientific BSX Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-527
Closed -$23K – 224
2021
Q3 		$23K Sell
527
-792
-60% -$35K ﹤0.01% 298
2021
Q2 		$56K Sell
1,319
-86
-6% -$3.62K 0.01% 200
2021
Q1 		$54K Sell
1,405
-27
-2% -$1.02K 0.01% 191
2020
Q4 		$51K Sell
1,432
-121
-8% -$4.36K 0.01% 178
2020
Q3 		$59K Buy
1,553
+26
+2% +$1K 0.02% 170
2020
Q2 		$54K Buy
1,527
+207
+16% +$7.46K 0.02% 137
2020
Q1 		$43K Sell
1,320
-129
-9% -$5.04K 0.02% 119
2019
Q4 		$66K Buy
1,449
+1,216
+522% +$50.9K 0.02% 131
2019
Q3 		$9K Sell
233
-1,017
-81% -$43.1K ﹤0.01% 185
2019
Q2 		$54K Buy
+1,250
New +$48.1K 0.02% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Evolution Wealth Advisors's BSX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Boston Scientific (BSX) in Q4 2021, closing a stake of 527 shares — an estimated $23K sold.

Evolution Wealth Advisors first reported a position in BSX in Q2 2019 and held it in 10 quarters. The position peaked at $66K in Q4 2019. 888 funds tracked by Wall St. Rank hold BSX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Boston Scientific position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 527 Boston Scientific shares in Q4 2021, an estimated $23K.
  • Evolution Wealth Advisors first reported a position in Boston Scientific in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Boston Scientific position peaked at $66K in Q4 2019.
  • 888 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.