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Prio Wealth Limited Partnership’s Boston Scientific BSX Stock Holding History

Prio Wealth Limited Partnership’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
2024
Q3 		$60.8M Sell
725,424
-29,019
-4% -$2.29M 1.78% 13
2024
Q2 		$58.1M Sell
754,443
-95,373
-11% -$6.98M 1.73% 13
2024
Q1 		$58.2M Buy
849,816
+55,167
+7% +$3.55M 1.68% 16
2023
Q4 		$45.9M Sell
794,649
-19,116
-2% -$1.02M 1.58% 18
2023
Q3 		$43M Sell
813,765
-61,480
-7% -$3.22M 1.65% 17
2023
Q2 		$47.3M Sell
875,245
-220,076
-20% -$11.5M 1.69% 16
2023
Q1 		$54.8M Sell
1,095,321
-22,733
-2% -$1.07M 2.1% 9
2022
Q4 		$51.7M Sell
1,118,054
-36,691
-3% -$1.59M 2.07% 11
2022
Q3 		$44.7M Buy
1,154,745
+11,077
+1% +$444K 1.92% 13
2022
Q2 		$42.6M Sell
1,143,668
-29,491
-3% -$1.2M 1.7% 15
2022
Q1 		$52M Buy
1,173,159
+13,123
+1% +$569K 1.72% 16
2021
Q4 		$49.3M Buy
1,160,036
+7,815
+0.7% +$328K 1.51% 19
2021
Q3 		$50M Buy
1,152,221
+16,334
+1% +$723K 1.68% 18
2021
Q2 		$48.6M Sell
1,135,887
-234
-0% -$9.85K 1.64% 18
2021
Q1 		$43.9M Buy
1,136,121
+53,731
+5% +$2.03M 1.58% 20
2020
Q4 		$38.9M Buy
1,082,390
+12,343
+1% +$445K 1.46% 23
2020
Q3 		$40.9M Buy
1,070,047
+19,521
+2% +$752K 1.7% 17
2020
Q2 		$36.9M Buy
1,050,526
+23,987
+2% +$864K 1.7% 16
2020
Q1 		$33.5M Sell
1,026,539
-4,554
-0.4% -$178K 1.85% 15
2019
Q4 		$46.6M Buy
1,031,093
+11,287
+1% +$472K 1.98% 14
2019
Q3 		$41.5M Sell
1,019,806
-7,349
-0.7% -$311K 1.9% 15
2019
Q2 		$44.1M Sell
1,027,155
-1,880
-0.2% -$72.3K 2.03% 14
2019
Q1 		$39.5M Sell
1,029,035
-14,611
-1% -$558K 1.85% 17
2018
Q4 		$36.9M Sell
1,043,646
-3,393
-0.3% -$123K 1.97% 16
2018
Q3 		$40.3M Buy
1,047,039
+33,407
+3% +$1.17M 1.84% 17
2018
Q2 		$33.1M Sell
1,013,632
-18,674
-2% -$563K 1.64% 19
2018
Q1 		$28.2M Sell
1,032,306
-26,090
-2% -$709K 1.41% 26
2017
Q4 		$26.2M Buy
1,058,396
+6,415
+0.6% +$177K 1.22% 27
2017
Q3 		$30.7M Sell
1,051,981
-5,564
-0.5% -$154K 1.5% 21
2017
Q2 		$29.3M Buy
1,057,545
+847,615
+404% +$22.5M 1.46% 22
2017
Q1 		$5.22M Buy
+209,930
New +$5.1M 0.27% 78

Other funds holding BSX

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prio Wealth Limited Partnership's BSX Position: Q3 2024 in Review

Prio Wealth Limited Partnership reduced its Boston Scientific (BSX) stake by 3.8% in Q3 2024, selling an estimated $2.29M and leaving 725,424 shares worth $60.8M. The position accounts for 1.78% of the portfolio, ranked #13.

Prio Wealth Limited Partnership first reported a position in BSX in Q1 2017 and has held it in 31 quarters since. 1,395 funds tracked by Wall St. Rank hold BSX as of Q3 2024.

  • Prio Wealth Limited Partnership held 725,424 shares of Boston Scientific worth $60.8M as of Q3 2024.
  • Prio Wealth Limited Partnership sold 29,019 Boston Scientific shares in Q3 2024, an estimated $2.29M.
  • Boston Scientific made up 1.78% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #13 holding.
  • Prio Wealth Limited Partnership first reported a position in Boston Scientific in Q1 2017 and has held it in 31 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.