JF
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Joule Financial’s Boston Scientific BSX Stock Holding History

Joule Financial’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
-6,143
Closed -$421K – 104
2024
Q1 		$421K Sell
6,143
-6,633
-52% -$426K 0.17% 64
2023
Q4 		$739K Sell
12,776
-788
-6% -$42.1K 0.34% 38
2023
Q3 		$716K Sell
13,564
-2,826
-17% -$148K 0.37% 39
2023
Q2 		$887K Buy
16,390
+1,698
+12% +$88.7K 0.46% 30
2023
Q1 		$735K Buy
+14,692
New +$692K 0.39% 32

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Joule Financial's BSX Position: Q2 2024 in Review

Joule Financial sold out of Boston Scientific (BSX) in Q2 2024, closing a stake of 6,143 shares — an estimated $421K sold.

Joule Financial first reported a position in BSX in Q1 2023 and held it in 5 quarters. The position peaked at $887K in Q2 2023. 1,317 funds tracked by Wall St. Rank hold BSX as of Q2 2024.

  • Joule Financial reported no remaining Boston Scientific position as of Q2 2024 after selling out during the quarter.
  • Joule Financial sold 6,143 Boston Scientific shares in Q2 2024, an estimated $421K.
  • Joule Financial first reported a position in Boston Scientific in Q1 2023 and held it in 5 quarters.
  • Joule Financial's Boston Scientific position peaked at $887K in Q2 2023.
  • 1,317 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2024.

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