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Okabena Investment Services’s Boston Scientific BSX Stock Holding History

Okabena Investment 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
2023
Q3 		– Sell
-311
Closed -$16.8K – 112
2023
Q2 		$16.8K Buy
+311
New +$16.2K 0.01% 103
2020
Q4 		– Sell
-40,505
Closed -$1.55M – 76
2020
Q3 		$1.55M Buy
+40,505
New +$1.56M 1.19% 24

Other funds holding BSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Okabena Investment Services's BSX Position: Q3 2023 in Review

Okabena Investment Services sold out of Boston Scientific (BSX) in Q3 2023, closing a stake of 311 shares — an estimated $16.8K sold.

Okabena Investment Services first reported a position in BSX in Q3 2020 and held it in 2 quarters. The position peaked at $1.55M in Q3 2020. 1,057 funds tracked by Wall St. Rank hold BSX as of Q3 2023.

  • Okabena Investment Services reported no remaining Boston Scientific position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 311 Boston Scientific shares in Q3 2023, an estimated $16.8K.
  • Okabena Investment Services first reported a position in Boston Scientific in Q3 2020 and held it in 2 quarters.
  • Okabena Investment Services's Boston Scientific position peaked at $1.55M in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.