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Pathstone Family Office’s Boston Scientific BSX Stock Holding History

Pathstone Family Office’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 		$3.45M Buy
65,263
+26,296
+67% +$1.38M 0.03% 348
2023
Q2 		$2.18M Sell
38,967
-2,897
-7% -$151K 0.03% 304
2023
Q1 		$2.08M Sell
41,864
-88,596
-68% -$4.18M 0.03% 282
2022
Q4 		$3.91M Buy
130,460
+36,990
+40% +$1.6M 0.03% 329
2022
Q3 		$3.62M Buy
93,470
+71,461
+325% +$2.87M 0.03% 291
2022
Q2 		$820K Sell
22,009
-3,027
-12% -$123K 0.02% 400
2022
Q1 		$1.11M Buy
25,036
+10,552
+73% +$457K 0.03% 305
2021
Q4 		$616K Sell
14,484
-425
-3% -$17.9K 0.02% 473
2021
Q3 		$647K Buy
14,909
+1,137
+8% +$50.3K 0.02% 421
2021
Q2 		$589K Buy
13,772
+1,397
+11% +$58.8K 0.02% 410
2021
Q1 		$478K Buy
12,375
+1,316
+12% +$49.8K 0.02% 350
2020
Q4 		$398K Buy
11,059
+968
+10% +$34.9K 0.02% 196
2020
Q3 		$385K Hold
10,091
– – 0.04% 138
2020
Q2 		$354K Hold
10,091
– – 0.04% 125
2020
Q1 		$329K Sell
10,091
-80
-0.8% -$3.13K 0.05% 128
2019
Q4 		$4.6M Buy
10,171
+80
+0.8% +$3.35K 0.05% 106
2019
Q3 		$411K Sell
10,091
-5,000
-33% -$212K 0.05% 107
2019
Q2 		$648K Buy
15,091
+5,000
+50% +$192K 0.08% 112
2019
Q1 		$387K Buy
10,091
+91
+0.9% +$3.48K 0.05% 129
2018
Q4 		$353K Hold
10,000
– – 0.1% 63
2018
Q3 		$385K Hold
10,000
– – 0.12% 42
2018
Q2 		$327K Hold
10,000
– – 0.24% 36
2018
Q1 		$273K Hold
10,000
– – 0.15% 44
2017
Q4 		$248K Buy
+10,000
New +$276K 0.14% 31
2017
Q2 		– Sell
-68
Closed -$2K – 416
2017
Q1 		$2K Buy
+68
New +$1.65K ﹤0.01% 370
2014
Q4 		– Sell
-125
Closed -$1K – 130
2014
Q3 		$1K Buy
+125
New +$1.57K ﹤0.01% 304
2014
Q2 		– Sell
-72
Closed -$1K – 138
2014
Q1 		$1K Buy
+72
New +$945 ﹤0.01% 168
2013
Q4 		– Sell
-865
Closed -$11K – 221
2013
Q3 		$11K Buy
+865
New +$9.36K 0.05% 172

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Family Office's BSX Position: Q3 2023 in Review

Pathstone Family Office increased its Boston Scientific (BSX) stake by 67% in Q3 2023, buying an estimated $1.38M and bringing the position to 65,263 shares worth $3.45M. The position accounts for 0.03% of the portfolio, ranked #348.

Pathstone Family Office first reported a position in BSX in Q3 2013 and has held it in 28 quarters since. The position peaked at $4.6M in Q4 2019. 1,056 funds tracked by Wall St. Rank hold BSX as of Q3 2023.

  • Pathstone Family Office held 65,263 shares of Boston Scientific worth $3.45M as of Q3 2023.
  • Pathstone Family Office bought 26,296 Boston Scientific shares in Q3 2023, an estimated $1.38M.
  • Boston Scientific made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #348 holding.
  • Pathstone Family Office first reported a position in Boston Scientific in Q3 2013 and has held it in 28 quarters since.
  • Pathstone Family Office's Boston Scientific position peaked at $4.6M in Q4 2019.
  • 1,056 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.