Topel & Distasi Wealth Management’s Boston Scientific BSX Stock Holding History

Topel & Distasi 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
2023 Q3	–	Sell	-7,011	Closed	-$379K	–	71
2023 Q2	$379K	Hold	7,011	–	–	0.19%	63
2023 Q1	$351K	Hold	7,011	–	–	0.18%	65
2022 Q4	$324K	Hold	7,011	–	–	0.18%	61
2022 Q3	$296K	Hold	7,011	–	–	0.16%	64
2022 Q2	$261K	Hold	7,011	–	–	0.15%	62
2022 Q1	$311K	Sell	7,011 -1,892	-21%	-$82K	0.13%	66
2021 Q4	$378K	Buy	+8,903	New	+$374K	0.15%	67

Other funds holding BSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Topel & Distasi Wealth Management's BSX Position: Q3 2023 in Review

Topel & Distasi Wealth Management sold out of Boston Scientific (BSX) in Q3 2023, closing a stake of 7,011 shares — an estimated $379K sold.

Topel & Distasi Wealth Management first reported a position in BSX in Q4 2021 and held it in 7 quarters. The position peaked at $379K in Q2 2023. 1,056 funds tracked by Wall St. Rank hold BSX as of Q3 2023.

Topel & Distasi Wealth Management reported no remaining Boston Scientific position as of Q3 2023 after selling out during the quarter.
Topel & Distasi Wealth Management sold 7,011 Boston Scientific shares in Q3 2023, an estimated $379K.
Topel & Distasi Wealth Management first reported a position in Boston Scientific in Q4 2021 and held it in 7 quarters.
Topel & Distasi Wealth Management's Boston Scientific position peaked at $379K in Q2 2023.
1,056 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2023.

Based on Topel & Distasi Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.