TrinityPoint Wealth’s Boston Scientific BSX Stock Holding History

TrinityPoint 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
2024 Q4	$1.06M	Sell	11,920 -67	-0.6%	-$5.9K	0.15%	152
2024 Q3	$1M	Sell	11,987 -585	-5%	-$46.1K	0.14%	152
2024 Q2	$968K	Sell	12,572 -67	-0.5%	-$4.9K	0.15%	146
2024 Q1	$866K	Buy	12,639 +93	+0.7%	+$5.98K	0.14%	148
2023 Q4	$725K	Buy	12,546 +697	+6%	+$37.2K	0.13%	154
2023 Q3	$626K	Buy	11,849 +4,249	+56%	+$223K	0.12%	160
2023 Q2	$411K	Sell	7,600 -56	-0.7%	-$2.92K	0.08%	198
2023 Q1	$383K	Buy	+7,656	New	+$361K	0.08%	196
2021 Q4	–	Sell	-5,100	Closed	-$221K	–	307
2021 Q3	$221K	Hold	5,100	–	–	0.04%	283
2021 Q2	$218K	Sell	5,100 -600	-11%	-$25.2K	0.04%	246
2021 Q1	$220K	Hold	5,700	–	–	0.05%	230
2020 Q4	$209K	Buy	5,700 +400	+8%	+$14.4K	0.05%	220
2020 Q3	$203K	Sell	5,300 -36,560	-87%	-$1.41M	0.06%	208
2020 Q2	$1.47M	Buy	+41,860	New	+$1.51M	0.47%	57

Other funds holding BSX

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

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TrinityPoint Wealth's BSX Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Boston Scientific (BSX) stake by 0.56% in Q4 2024, selling an estimated $5.9K and leaving 11,920 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #152.

TrinityPoint Wealth first reported a position in BSX in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.47M in Q2 2020. 1,512 funds tracked by Wall St. Rank hold BSX as of Q4 2024.

TrinityPoint Wealth held 11,920 shares of Boston Scientific worth $1.06M as of Q4 2024.
TrinityPoint Wealth sold 67 Boston Scientific shares in Q4 2024, an estimated $5.9K.
Boston Scientific made up 0.15% of TrinityPoint Wealth's portfolio in Q4 2024, its #152 holding.
TrinityPoint Wealth first reported a position in Boston Scientific in Q2 2020 and has held it in 14 quarters since.
TrinityPoint Wealth's Boston Scientific position peaked at $1.47M in Q2 2020.
1,512 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.