Financial Synergies Wealth Advisors’s Boston Scientific BSX Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-33	Closed	-$2.26K	–	124
2024 Q1	$2.26K	Sell	33 -3	-8%	-$193	﹤0.01%	311
2023 Q4	$1.67K	Buy	36 +3	+9%	+$160	﹤0.01%	264
2023 Q3	$1.74K	Hold	33	–	–	﹤0.01%	315
2023 Q2	$1.78K	Sell	33 -3	-8%	-$157	﹤0.01%	302
2023 Q1	$1.8K	Hold	36	–	–	﹤0.01%	305
2022 Q4	$1.67K	Hold	36	–	–	﹤0.01%	264
2022 Q3	$1.4K	Hold	36	–	–	﹤0.01%	257
2022 Q2	$1.34K	Buy	+36	New	+$1.47K	﹤0.01%	283

Other funds holding BSX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's BSX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Boston Scientific (BSX) in Q2 2024, closing a stake of 33 shares — an estimated $2.26K sold.

Financial Synergies Wealth Advisors first reported a position in BSX in Q2 2022 and held it in 8 quarters. The position peaked at $2.26K in Q1 2024. 1,317 funds tracked by Wall St. Rank hold BSX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Boston Scientific position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 33 Boston Scientific shares in Q2 2024, an estimated $2.26K.
Financial Synergies Wealth Advisors first reported a position in Boston Scientific in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Boston Scientific position peaked at $2.26K in Q1 2024.
1,317 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.