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WealthSource Partners’s Boston Scientific BSX Stock Holding History

WealthSource 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
-5,289
Closed -$265K – 499
2023
Q1 		$265K Sell
5,289
-366
-6% -$17.2K 0.02% 427
2022
Q4 		$262K Sell
5,655
-502
-8% -$21.7K 0.02% 421
2022
Q3 		$238K Sell
6,157
-841
-12% -$33.7K 0.02% 430
2022
Q2 		$261K Sell
6,998
-698
-9% -$28.4K 0.02% 429
2022
Q1 		$341K Sell
7,696
-81
-1% -$3.51K 0.02% 422
2021
Q4 		$330K Buy
+7,777
New +$327K 0.03% 410

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

WealthSource Partners's BSX Position: Q2 2023 in Review

WealthSource Partners sold out of Boston Scientific (BSX) in Q2 2023, closing a stake of 5,289 shares — an estimated $265K sold.

WealthSource Partners first reported a position in BSX in Q4 2021 and held it in 6 quarters. The position peaked at $341K in Q1 2022. 1,066 funds tracked by Wall St. Rank hold BSX as of Q2 2023.

  • WealthSource Partners reported no remaining Boston Scientific position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 5,289 Boston Scientific shares in Q2 2023, an estimated $265K.
  • WealthSource Partners first reported a position in Boston Scientific in Q4 2021 and held it in 6 quarters.
  • WealthSource Partners's Boston Scientific position peaked at $341K in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.