WealthPLAN Partners’s Boston Scientific BSX Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-26	Closed	-$1.3K	–	1276
2023 Q1	$1.3K	Buy	+26	New	+$1.23K	﹤0.01%	1178
2020 Q3	–	Sell	-5,039	Closed	-$200K	–	318
2020 Q2	$200K	Buy	+5,039	New	+$181K	0.02%	288
2020 Q1	–	Sell	-6,574	Closed	-$278K	–	258
2019 Q4	$278K	Buy	6,574 +649	+11%	+$27.2K	0.03%	211
2019 Q3	$245K	Buy	5,925 +146	+3%	+$6.19K	0.03%	214
2019 Q2	$248K	Buy	5,779 +107	+2%	+$4.12K	0.04%	205
2019 Q1	$210K	Hold	5,672	–	–	0.03%	240
2018 Q4	$227K	Buy	+5,672	New	+$206K	0.04%	228
2018 Q3	–	Sell	-6,373	Closed	-$208K	–	259
2018 Q2	$208K	Buy	+6,373	New	+$192K	0.04%	242
2016 Q3	$161K	Sell	6,922 -6,922	-50%	-$165K	0.05%	170
2016 Q2	$162K	Buy	+13,844	New	+$299K	0.02%	444
2015 Q4	$129K	Buy	+20,961	New	+$376K	0.02%	348
2015 Q2	$124K	Hold	6,987	–	–	0.05%	111
2015 Q1	$124K	Buy	+6,987	New	+$110K	0.06%	154

Other funds holding BSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

WealthPLAN Partners's BSX Position: Q2 2023 in Review

WealthPLAN Partners sold out of Boston Scientific (BSX) in Q2 2023, closing a stake of 26 shares — an estimated $1.3K sold.

WealthPLAN Partners first reported a position in BSX in Q1 2015 and held it in 13 quarters. The position peaked at $278K in Q4 2019. 1,067 funds tracked by Wall St. Rank hold BSX as of Q2 2023.

WealthPLAN Partners reported no remaining Boston Scientific position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 26 Boston Scientific shares in Q2 2023, an estimated $1.3K.
WealthPLAN Partners first reported a position in Boston Scientific in Q1 2015 and held it in 13 quarters.
WealthPLAN Partners's Boston Scientific position peaked at $278K in Q4 2019.
1,067 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.