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Glassman Wealth Services’s Boston Scientific BSX Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-2,391
Closed -$138K – 445
2023
Q4 		$138K Sell
2,391
-13
-0.5% -$694 0.02% 247
2023
Q3 		$127K Sell
2,404
-10
-0.4% -$524 0.02% 239
2023
Q2 		$131K Buy
2,414
+12
+0.5% +$627 0.02% 227
2023
Q1 		$120K Buy
2,402
+143
+6% +$6.74K 0.02% 237
2022
Q4 		$105K Buy
2,259
+151
+7% +$6.54K 0.02% 260
2022
Q3 		$82K Buy
2,108
+173
+9% +$6.94K 0.02% 279
2022
Q2 		$72K Buy
1,935
+296
+18% +$12K 0.01% 321
2022
Q1 		$73K Buy
1,639
+244
+17% +$10.6K 0.01% 316
2021
Q4 		$59K Buy
1,395
+143
+11% +$6.01K 0.01% 336
2021
Q3 		$54K Buy
1,252
+148
+13% +$6.55K 0.01% 343
2021
Q2 		$47K Buy
1,104
+106
+11% +$4.46K 0.01% 369
2021
Q1 		$39K Sell
998
-13
-1% -$492 0.01% 374
2020
Q4 		$36K Buy
1,011
+412
+69% +$14.8K 0.01% 388
2020
Q3 		$23K Buy
599
+91
+18% +$3.51K 0.01% 414
2020
Q2 		$18K Buy
508
+202
+66% +$7.28K 0.01% 396
2020
Q1 		$10K Sell
306
-195
-39% -$7.62K ﹤0.01% 429
2019
Q4 		$23K Sell
501
-19
-4% -$795 0.01% 357
2019
Q3 		$21K Buy
520
+47
+10% +$1.99K 0.01% 352
2019
Q2 		$20K Buy
473
+28
+6% +$1.08K 0.01% 365
2019
Q1 		$17K Buy
445
+398
+847% +$15.2K 0.01% 374
2018
Q4 		$2K Hold
47
– – ﹤0.01% 529
2018
Q3 		$2K Sell
47
-9
-16% -$314 ﹤0.01% 581
2018
Q2 		$2K Buy
56
+25
+81% +$754 ﹤0.01% 547
2018
Q1 		$1K Buy
31
+26
+520% +$707 ﹤0.01% 590
2017
Q4 		$0 Hold
5
– – ﹤0.01% 679
2017
Q3 		$0 Hold
5
– – ﹤0.01% 556
2017
Q2 		$0 Hold
5
– – ﹤0.01% 550
2017
Q1 		$0 Buy
+5
New +$122 ﹤0.01% 583

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's BSX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Boston Scientific (BSX) in Q1 2024, closing a stake of 2,391 shares — an estimated $138K sold.

Glassman Wealth Services first reported a position in BSX in Q1 2017 and held it in 28 quarters. The position peaked at $138K in Q4 2023. 1,227 funds tracked by Wall St. Rank hold BSX as of Q1 2024.

  • Glassman Wealth Services reported no remaining Boston Scientific position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,391 Boston Scientific shares in Q1 2024, an estimated $138K.
  • Glassman Wealth Services first reported a position in Boston Scientific in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Boston Scientific position peaked at $138K in Q4 2023.
  • 1,227 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.