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Jeppson Wealth Management’s Boston Scientific BSX Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-815
Closed -$31K – 173
2020
Q3 		$31K Buy
+815
New +$31.4K 0.02% 280

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Jeppson Wealth Management's BSX Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Boston Scientific (BSX) in Q4 2020, closing a stake of 815 shares — an estimated $31K sold.

Jeppson Wealth Management first reported a position in BSX in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 863 funds tracked by Wall St. Rank hold BSX as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Boston Scientific position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 815 Boston Scientific shares in Q4 2020, an estimated $31K.
  • Jeppson Wealth Management first reported a position in Boston Scientific in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Boston Scientific position peaked at $31K in Q3 2020.
  • 863 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.