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Surience Private Wealth’s Boston Scientific BSX Stock Holding History

Surience Private Wealth’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 		– Sell
-49,390
Closed -$2.67M – 21
2023
Q2 		$2.67M Buy
+49,390
New +$2.58M 3.82% 9

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

Surience Private Wealth's BSX Position: Q3 2023 in Review

Surience Private Wealth sold out of Boston Scientific (BSX) in Q3 2023, closing a stake of 49,390 shares — an estimated $2.67M sold.

Surience Private Wealth first reported a position in BSX in Q2 2023 and held it in 1 quarter. The position peaked at $2.67M in Q2 2023. 1,056 funds tracked by Wall St. Rank hold BSX as of Q3 2023.

  • Surience Private Wealth reported no remaining Boston Scientific position as of Q3 2023 after selling out during the quarter.
  • Surience Private Wealth sold 49,390 Boston Scientific shares in Q3 2023, an estimated $2.67M.
  • Surience Private Wealth first reported a position in Boston Scientific in Q2 2023 and held it in 1 quarter.
  • Surience Private Wealth's Boston Scientific position peaked at $2.67M in Q2 2023.
  • 1,056 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.