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Optimal Asset Management’s Boston Scientific BSX Stock Holding History

Optimal Asset 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
2021
Q1 		– Sell
-10,065
Closed -$362K – 361
2020
Q4 		$362K Hold
10,065
– – 0.05% 374
2020
Q3 		$385K Sell
10,065
-16,400
-62% -$632K 0.06% 362
2020
Q2 		$3.1M Sell
26,465
-24,860
-48% -$895K 0.5% 51
2020
Q1 		$1.68K Buy
51,325
+25,615
+100% +$1M 0.16% 215
2019
Q4 		$1.16M Buy
+25,710
New +$1.08M 0.18% 215

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Optimal Asset Management's BSX Position: Q1 2021 in Review

Optimal Asset Management sold out of Boston Scientific (BSX) in Q1 2021, closing a stake of 10,065 shares — an estimated $362K sold.

Optimal Asset Management first reported a position in BSX in Q4 2019 and held it in 5 quarters. The position peaked at $3.1M in Q2 2020. 830 funds tracked by Wall St. Rank hold BSX as of Q1 2021.

  • Optimal Asset Management reported no remaining Boston Scientific position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 10,065 Boston Scientific shares in Q1 2021, an estimated $362K.
  • Optimal Asset Management first reported a position in Boston Scientific in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Boston Scientific position peaked at $3.1M in Q2 2020.
  • 830 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.