LIWM
BSX icon

Long Island Wealth Management’s Boston Scientific BSX Stock Holding History

Long Island 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
2024
Q1 		– Sell
-167
Closed -$10K – 117
2023
Q4 		$10K Buy
+167
New +$8.91K 0.01% 206

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Island Wealth Management's BSX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Boston Scientific (BSX) in Q1 2024, closing a stake of 167 shares — an estimated $10K sold.

Long Island Wealth Management first reported a position in BSX in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold BSX as of Q1 2024.

  • Long Island Wealth Management reported no remaining Boston Scientific position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 167 Boston Scientific shares in Q1 2024, an estimated $10K.
  • Long Island Wealth Management first reported a position in Boston Scientific in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Boston Scientific position peaked at $10K in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.