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Wetzel Investment Advisors’s Boston Scientific BSX Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-39
Closed -$2.67K – 223
2024
Q2 		$2.67K Hold
39
– – ﹤0.01% 702
2024
Q1 		$2.63K Hold
39
– – ﹤0.01% 792
2023
Q4 		$2K Buy
+39
New +$2.08K ﹤0.01% 849

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wetzel Investment Advisors's BSX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Boston Scientific (BSX) in Q3 2024, closing a stake of 39 shares — an estimated $2.67K sold.

Wetzel Investment Advisors first reported a position in BSX in Q4 2023 and held it in 3 quarters. The position peaked at $2.67K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold BSX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Boston Scientific position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 39 Boston Scientific shares in Q3 2024, an estimated $2.67K.
  • Wetzel Investment Advisors first reported a position in Boston Scientific in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Boston Scientific position peaked at $2.67K in Q2 2024.
  • 1,395 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.