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Lenox Wealth Management’s Boston Scientific BSX Stock Holding History

Lenox 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
2019
Q4 		– Sell
-95
Closed -$3K – 708
2019
Q3 		$3K Buy
+95
New +$4.03K ﹤0.01% 588
2017
Q3 		– Sell
-692
Closed -$19K – 479
2017
Q2 		$19K Buy
+692
New +$18.4K 0.01% 310

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Lenox Wealth Management's BSX Position: Q4 2019 in Review

Lenox Wealth Management sold out of Boston Scientific (BSX) in Q4 2019, closing a stake of 95 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in BSX in Q2 2017 and held it in 2 quarters. The position peaked at $19K in Q2 2017. 853 funds tracked by Wall St. Rank hold BSX as of Q4 2019.

  • Lenox Wealth Management reported no remaining Boston Scientific position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 95 Boston Scientific shares in Q4 2019, an estimated $3K.
  • Lenox Wealth Management first reported a position in Boston Scientific in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's Boston Scientific position peaked at $19K in Q2 2017.
  • 853 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.