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Modera Wealth Management’s Boston Scientific BSX Stock Holding History

Modera 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
2022
Q1 		– Sell
-7,209
Closed -$306K – 387
2021
Q4 		$306K Buy
+7,209
New +$303K 0.01% 408
2020
Q1 		– Sell
-4,516
Closed -$204K – 151
2019
Q4 		$204K Buy
+4,516
New +$189K 0.03% 143

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Modera Wealth Management's BSX Position: Q1 2022 in Review

Modera Wealth Management sold out of Boston Scientific (BSX) in Q1 2022, closing a stake of 7,209 shares — an estimated $306K sold.

Modera Wealth Management first reported a position in BSX in Q4 2019 and held it in 2 quarters. The position peaked at $306K in Q4 2021. 904 funds tracked by Wall St. Rank hold BSX as of Q1 2022.

  • Modera Wealth Management reported no remaining Boston Scientific position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 7,209 Boston Scientific shares in Q1 2022, an estimated $306K.
  • Modera Wealth Management first reported a position in Boston Scientific in Q4 2019 and held it in 2 quarters.
  • Modera Wealth Management's Boston Scientific position peaked at $306K in Q4 2021.
  • 904 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.