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Triad Wealth Partners’s Boston Scientific BSX Stock Holding History

Triad Wealth Partners’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
-333
Closed -$25.6K – 173
2024
Q2 		$25.6K Buy
+333
New +$24.4K 0.01% 309

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

Triad Wealth Partners's BSX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Boston Scientific (BSX) in Q3 2024, closing a stake of 333 shares — an estimated $25.6K sold.

Triad Wealth Partners first reported a position in BSX in Q2 2024 and held it in 1 quarter. The position peaked at $25.6K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold BSX as of Q3 2024.

  • Triad Wealth Partners reported no remaining Boston Scientific position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 333 Boston Scientific shares in Q3 2024, an estimated $25.6K.
  • Triad Wealth Partners first reported a position in Boston Scientific in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Boston Scientific position peaked at $25.6K in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.