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LWM Advisory Services’s Boston Scientific BSX Stock Holding History

LWM Advisory Services’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
2022
Q4 		– Sell
-10,196
Closed -$395K – 87
2022
Q3 		$395K Buy
10,196
+138
+1% +$5.54K 0.45% 66
2022
Q2 		$375K Buy
10,058
+132
+1% +$5.37K 0.45% 70
2022
Q1 		$440K Buy
9,926
+280
+3% +$12.1K 0.55% 53
2021
Q4 		$410K Buy
+9,646
New +$405K 0.51% 61

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

LWM Advisory Services's BSX Position: Q4 2022 in Review

LWM Advisory Services sold out of Boston Scientific (BSX) in Q4 2022, closing a stake of 10,196 shares — an estimated $395K sold.

LWM Advisory Services first reported a position in BSX in Q4 2021 and held it in 4 quarters. The position peaked at $440K in Q1 2022. 928 funds tracked by Wall St. Rank hold BSX as of Q4 2022.

  • LWM Advisory Services reported no remaining Boston Scientific position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 10,196 Boston Scientific shares in Q4 2022, an estimated $395K.
  • LWM Advisory Services first reported a position in Boston Scientific in Q4 2021 and held it in 4 quarters.
  • LWM Advisory Services's Boston Scientific position peaked at $440K in Q1 2022.
  • 928 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.