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Source Financial Advisors’s Boston Scientific BSX Stock Holding History

Source Financial Advisors’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
Q4 		– Sell
-10,571
Closed -$459K – 107
2021
Q3 		$459K Sell
10,571
-86
-0.8% -$3.81K 0.12% 73
2021
Q2 		$455K Buy
10,657
+687
+7% +$28.9K 0.12% 73
2021
Q1 		$386K Sell
9,970
-600
-6% -$22.7K 0.1% 82
2020
Q4 		$380K Buy
+10,570
New +$381K 0.1% 81

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Source Financial Advisors's BSX Position: Q4 2021 in Review

Source Financial Advisors sold out of Boston Scientific (BSX) in Q4 2021, closing a stake of 10,571 shares — an estimated $459K sold.

Source Financial Advisors first reported a position in BSX in Q4 2020 and held it in 4 quarters. The position peaked at $459K in Q3 2021. 888 funds tracked by Wall St. Rank hold BSX as of Q4 2021.

  • Source Financial Advisors reported no remaining Boston Scientific position as of Q4 2021 after selling out during the quarter.
  • Source Financial Advisors sold 10,571 Boston Scientific shares in Q4 2021, an estimated $459K.
  • Source Financial Advisors first reported a position in Boston Scientific in Q4 2020 and held it in 4 quarters.
  • Source Financial Advisors's Boston Scientific position peaked at $459K in Q3 2021.
  • 888 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2021.

Based on Source Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.