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 $5.7T AUM 30.48% 1-Year Est. Return

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 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

Bollard Group Boston, Massachusetts $3.27B AUM 1.06% 1-Year Est. Return