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Morton Brown Family Wealth’s Boston Scientific BSX Stock Holding History

Morton Brown Family 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
2023
Q2 		– Sell
-45
Closed -$2.25K – 193
2023
Q1 		$2.25K Buy
+45
New +$2.12K ﹤0.01% 185

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Morton Brown Family Wealth's BSX Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Boston Scientific (BSX) in Q2 2023, closing a stake of 45 shares — an estimated $2.25K sold.

Morton Brown Family Wealth first reported a position in BSX in Q1 2023 and held it in 1 quarter. The position peaked at $2.25K in Q1 2023. 1,066 funds tracked by Wall St. Rank hold BSX as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Boston Scientific position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 45 Boston Scientific shares in Q2 2023, an estimated $2.25K.
  • Morton Brown Family Wealth first reported a position in Boston Scientific in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Boston Scientific position peaked at $2.25K in Q1 2023.
  • 1,066 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.