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Marcum Wealth’s Boston Scientific BSX Stock Holding History

Marcum Wealth’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
2021
Q4 		– Sell
-5,375
Closed -$233K – 393
2021
Q3 		$233K Sell
5,375
-97
-2% -$4.29K 0.04% 281
2021
Q2 		$234K Buy
5,472
+283
+5% +$11.9K 0.04% 259
2021
Q1 		$201K Buy
+5,189
New +$196K 0.03% 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
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
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
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
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

Marcum Wealth's BSX Position: Q4 2021 in Review

Marcum Wealth sold out of Boston Scientific (BSX) in Q4 2021, closing a stake of 5,375 shares — an estimated $233K sold.

Marcum Wealth first reported a position in BSX in Q1 2021 and held it in 3 quarters. The position peaked at $234K in Q2 2021. 888 funds tracked by Wall St. Rank hold BSX as of Q4 2021.

  • Marcum Wealth reported no remaining Boston Scientific position as of Q4 2021 after selling out during the quarter.
  • Marcum Wealth sold 5,375 Boston Scientific shares in Q4 2021, an estimated $233K.
  • Marcum Wealth first reported a position in Boston Scientific in Q1 2021 and held it in 3 quarters.
  • Marcum Wealth's Boston Scientific position peaked at $234K in Q2 2021.
  • 888 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2021.

Based on Marcum Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.