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Sutton Wealth Advisors’s Boston Scientific BSX Stock Holding History

Sutton Wealth 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
2023
Q3 		$33.3K Buy
630
+82
+15% +$4.3K 0.02% 279
2023
Q2 		$29.6K Hold
548
– – 0.01% 290
2023
Q1 		$27.4K Sell
548
-1,067
-66% -$50.3K 0.01% 267
2022
Q4 		$74.7K Hold
1,615
– – 0.03% 300
2022
Q3 		$62.5K Buy
1,615
+17
+1% +$682 0.03% 331
2022
Q2 		$59.6K Sell
1,598
-63
-4% -$2.56K 0.02% 338
2022
Q1 		$73.6K Buy
1,661
+63
+4% +$2.73K 0.03% 310
2021
Q4 		$67.9K Sell
1,598
-13
-0.8% -$546 0.02% 334
2021
Q3 		$69.9K Buy
1,611
+13
+0.8% +$575 0.03% 306
2021
Q2 		$68.3K Sell
1,598
-2
-0.1% -$84 0.03% 327
2021
Q1 		$61.8K Hold
1,600
– – 0.02% 339
2020
Q4 		$57.5K Buy
1,600
+89
+6% +$3.21K 0.02% 322
2020
Q3 		$57.7K Sell
1,511
-12
-0.8% -$462 0.03% 279
2020
Q2 		$53.5K Buy
1,523
+25
+2% +$900 0.03% 286
2020
Q1 		$48.9K Buy
1,498
+52
+4% +$2.03K 0.03% 274
2019
Q4 		$65.4K Hold
1,446
– – 0.03% 262
2019
Q3 		$58.8K Hold
1,446
– – 0.03% 268
2019
Q2 		$62.1K Buy
1,446
+10
+0.7% +$385 0.04% 259
2019
Q1 		$55.1K Buy
1,436
+44
+3% +$1.68K 0.03% 274
2018
Q4 		$49.2K Hold
1,392
– – 0.03% 276
2018
Q3 		$53.6K Buy
1,392
+3
+0.2% +$105 0.04% 280
2018
Q2 		$45.4K Hold
1,389
– – 0.03% 311
2018
Q1 		$37.9K Hold
1,389
– – 0.03% 348
2017
Q4 		$34.4K Hold
1,389
– – 0.03% 377
2017
Q3 		$40.5K Buy
1,389
+25
+2% +$690 0.03% 320
2017
Q2 		$37.8K Buy
1,364
+33
+2% +$876 0.03% 315
2017
Q1 		$33.1K Hold
1,331
– – 0.03% 353
2016
Q4 		$28.8K Hold
1,331
– – 0.03% 381
2016
Q3 		$31.7K Hold
1,331
– – 0.03% 339
2016
Q2 		$31.1K Hold
1,331
– – 0.03% 320
2016
Q1 		$25K Buy
+1,331
New +$23.4K 0.02% 381

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

Sutton Wealth Advisors's BSX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Boston Scientific (BSX) stake by 15% in Q3 2023, buying an estimated $4.3K and bringing the position to 630 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #279.

Sutton Wealth Advisors first reported a position in BSX in Q1 2016 and has held it in 31 quarters since. The position peaked at $74.7K in Q4 2022. 1,057 funds tracked by Wall St. Rank hold BSX as of Q3 2023.

  • Sutton Wealth Advisors held 630 shares of Boston Scientific worth $33.3K as of Q3 2023.
  • Sutton Wealth Advisors bought 82 Boston Scientific shares in Q3 2023, an estimated $4.3K.
  • Boston Scientific made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #279 holding.
  • Sutton Wealth Advisors first reported a position in Boston Scientific in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Boston Scientific position peaked at $74.7K in Q4 2022.
  • 1,057 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.