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Thomas J. Herzfeld Advisors’s Boston Scientific BSX Stock Holding History

Thomas J. Herzfeld 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
2024
Q3 		– Sell
-37
Closed -$2.85K – 175
2024
Q2 		$2.85K Buy
+37
New +$2.71K ﹤0.01% 180
2021
Q1 		– Sell
-129
Closed -$5K – 365
2020
Q4 		$5K Hold
129
– – ﹤0.01% 235
2020
Q3 		$4K Buy
129
+15
+13% +$578 ﹤0.01% 199
2020
Q2 		$4K Buy
+114
New +$4.11K ﹤0.01% 230

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

Thomas J. Herzfeld Advisors's BSX Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Boston Scientific (BSX) in Q3 2024, closing a stake of 37 shares — an estimated $2.85K sold.

Thomas J. Herzfeld Advisors first reported a position in BSX in Q2 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 1,395 funds tracked by Wall St. Rank hold BSX as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining Boston Scientific position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 37 Boston Scientific shares in Q3 2024, an estimated $2.85K.
  • Thomas J. Herzfeld Advisors first reported a position in Boston Scientific in Q2 2020 and held it in 4 quarters.
  • Thomas J. Herzfeld Advisors's Boston Scientific position peaked at $5K in Q4 2020.
  • 1,395 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.