Smith Salley Wealth Management’s Boston Scientific BSX Stock Holding History

Smith Salley Wealth 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
2020 Q1	–	Sell	-5,961	Closed	-$270K	–	181
2019 Q4	$270K	Hold	5,961	–	–	0.04%	173
2019 Q3	$243K	Sell	5,961 -240	-4%	-$10.2K	0.03%	171
2019 Q2	$267K	Sell	6,201 -30	-0.5%	-$1.15K	0.04%	167
2019 Q1	$239K	Sell	6,231 -1,090	-15%	-$41.6K	0.04%	162
2018 Q4	$259K	Sell	7,321 -1,376	-16%	-$49.9K	0.05%	149
2018 Q3	$335K	Buy	8,697 +41	+0.5%	+$1.43K	0.05%	145
2018 Q2	$283K	Sell	8,656 -470	-5%	-$14.2K	0.05%	151
2018 Q1	$249K	Hold	9,126	–	–	0.04%	161
2017 Q4	$226K	Sell	9,126 -1,169	-11%	-$32.2K	0.04%	170
2017 Q3	$300K	Hold	10,295	–	–	0.06%	138
2017 Q2	$285K	Sell	10,295 -472	-4%	-$12.5K	0.06%	142
2017 Q1	$268K	Buy	+10,767	New	+$262K	0.05%	142

Other funds holding BSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Smith Salley Wealth Management's BSX Position: Q1 2020 in Review

Smith Salley Wealth Management sold out of Boston Scientific (BSX) in Q1 2020, closing a stake of 5,961 shares — an estimated $270K sold.

Smith Salley Wealth Management first reported a position in BSX in Q1 2017 and held it in 12 quarters. The position peaked at $335K in Q3 2018. 801 funds tracked by Wall St. Rank hold BSX as of Q1 2020.

Smith Salley Wealth Management reported no remaining Boston Scientific position as of Q1 2020 after selling out during the quarter.
Smith Salley Wealth Management sold 5,961 Boston Scientific shares in Q1 2020, an estimated $270K.
Smith Salley Wealth Management first reported a position in Boston Scientific in Q1 2017 and held it in 12 quarters.
Smith Salley Wealth Management's Boston Scientific position peaked at $335K in Q3 2018.
801 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2020.

Based on Smith Salley Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.