WIM
BSX icon

Waverton Investment Management’s Boston Scientific BSX Stock Holding History

Waverton Investment 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
Q2 		– Sell
-238,207
Closed -$11.9M – 78
2023
Q1 		$11.9M Buy
238,207
+39,828
+20% +$1.88M 0.37% 45
2022
Q4 		$9.18M Buy
+198,379
New +$8.59M 0.34% 52

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Waverton Investment Management's BSX Position: Q2 2023 in Review

Waverton Investment Management sold out of Boston Scientific (BSX) in Q2 2023, closing a stake of 238,207 shares — an estimated $11.9M sold.

Waverton Investment Management first reported a position in BSX in Q4 2022 and held it in 2 quarters. The position peaked at $11.9M in Q1 2023. 1,066 funds tracked by Wall St. Rank hold BSX as of Q2 2023.

  • Waverton Investment Management reported no remaining Boston Scientific position as of Q2 2023 after selling out during the quarter.
  • Waverton Investment Management sold 238,207 Boston Scientific shares in Q2 2023, an estimated $11.9M.
  • Waverton Investment Management first reported a position in Boston Scientific in Q4 2022 and held it in 2 quarters.
  • Waverton Investment Management's Boston Scientific position peaked at $11.9M in Q1 2023.
  • 1,066 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2023.

Based on Waverton Investment Management's 13F filing for Q2 2023, filed 2 Aug 2023.