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Wealthspire Advisors (Maryland)’s Boston Scientific BSX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$479K Buy
12,534
+3,644
+41% +$140K 0.02% 280
2020
Q2 		$312K Buy
8,890
+1,211
+16% +$43.6K 0.02% 333
2020
Q1 		$251K Sell
7,679
-132
-2% -$5.16K 0.02% 339
2019
Q4 		$353K Buy
7,811
+1,022
+15% +$42.8K 0.02% 340
2019
Q3 		$276K Buy
6,789
+68
+1% +$2.88K 0.02% 364
2019
Q2 		$289K Sell
6,721
-105
-2% -$4.04K 0.02% 362
2019
Q1 		$262K Sell
6,826
-15
-0.2% -$573 0.02% 387
2018
Q4 		$242K Buy
6,841
+225
+3% +$8.16K 0.02% 368
2018
Q3 		$255K Sell
6,616
-17
-0.3% -$594 0.02% 397
2018
Q2 		$217K Sell
6,633
-20
-0.3% -$603 0.02% 442
2018
Q1 		$182K Buy
6,653
+433
+7% +$11.8K 0.02% 505
2017
Q4 		$154K Buy
6,220
+338
+6% +$9.32K 0.02% 570
2017
Q3 		$172K Buy
5,882
+121
+2% +$3.34K 0.02% 526
2017
Q2 		$160K Buy
5,761
+720
+14% +$19.1K 0.02% 530
2017
Q1 		$125K Buy
5,041
+338
+7% +$8.22K 0.02% 517
2016
Q4 		$102K Buy
4,703
+192
+4% +$4.19K 0.02% 570
2016
Q3 		$107K Buy
4,511
+66
+1% +$1.57K 0.02% 552
2016
Q2 		$104K Buy
4,445
+812
+22% +$17.6K 0.02% 528
2016
Q1 		$68K Buy
3,633
+167
+5% +$2.93K 0.01% 623
2015
Q4 		$64K Buy
+3,466
New +$62.1K 0.01% 647

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Boston Scientific (BSX) stake by 41% in Q3 2020, buying an estimated $140K and bringing the position to 12,534 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #280.

Wealthspire Advisors (Maryland) first reported a position in BSX in Q4 2015 and has held it in 20 quarters since. 843 funds tracked by Wall St. Rank hold BSX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,534 shares of Boston Scientific worth $479K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,644 Boston Scientific shares in Q3 2020, an estimated $140K.
  • Boston Scientific made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #280 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Boston Scientific in Q4 2015 and has held it in 20 quarters since.
  • 843 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.