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IBEX Wealth Advisors’s Boston Scientific BSX Stock Holding History

IBEX 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
Q3 		– Sell
-165
Closed -$12.7K – 96
2024
Q2 		$12.7K Buy
+165
New +$12.1K ﹤0.01% 217
2024
Q1 		– Sell
-9
Closed -$530 – 117
2023
Q4 		$530 Buy
+9
New +$480 0.12% 76
2019
Q3 		– Sell
-1,219
Closed -$52K – 116
2019
Q2 		$52K Buy
+1,219
New +$46.9K 0.02% 223

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

IBEX Wealth Advisors's BSX Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Boston Scientific (BSX) in Q3 2024, closing a stake of 165 shares — an estimated $12.7K sold.

IBEX Wealth Advisors first reported a position in BSX in Q2 2019 and held it in 3 quarters. The position peaked at $52K in Q2 2019. 1,395 funds tracked by Wall St. Rank hold BSX as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Boston Scientific position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 165 Boston Scientific shares in Q3 2024, an estimated $12.7K.
  • IBEX Wealth Advisors first reported a position in Boston Scientific in Q2 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Boston Scientific position peaked at $52K in Q2 2019.
  • 1,395 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.