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Hall Private Wealth Advisors’s Boston Scientific BSX Stock Holding History

Hall Private 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
2022
Q4 		– Sell
-11,108
Closed -$430K – 49
2022
Q3 		$430K Buy
11,108
+985
+10% +$39.5K 0.25% 31
2022
Q2 		$377K Sell
10,123
-19,915
-66% -$811K 0.21% 33
2022
Q1 		$1.33M Hold
30,038
– – 0.71% 29
2021
Q4 		$1.28M Sell
30,038
-367
-1% -$15.4K 0.79% 26
2021
Q3 		$1.32M Hold
30,405
– – 0.84% 26
2021
Q2 		$1.3M Buy
+30,405
New +$1.28M 0.85% 26
2020
Q4 		$1M Buy
+27,933
New +$1.01M 0.83% 27

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Hall Private Wealth Advisors's BSX Position: Q4 2022 in Review

Hall Private Wealth Advisors sold out of Boston Scientific (BSX) in Q4 2022, closing a stake of 11,108 shares — an estimated $430K sold.

Hall Private Wealth Advisors first reported a position in BSX in Q4 2020 and held it in 7 quarters. The position peaked at $1.33M in Q1 2022. 928 funds tracked by Wall St. Rank hold BSX as of Q4 2022.

  • Hall Private Wealth Advisors reported no remaining Boston Scientific position as of Q4 2022 after selling out during the quarter.
  • Hall Private Wealth Advisors sold 11,108 Boston Scientific shares in Q4 2022, an estimated $430K.
  • Hall Private Wealth Advisors first reported a position in Boston Scientific in Q4 2020 and held it in 7 quarters.
  • Hall Private Wealth Advisors's Boston Scientific position peaked at $1.33M in Q1 2022.
  • 928 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2022.

Based on Hall Private Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.