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Whitaker-Myers Wealth Managers’s Boston Scientific BSX Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-4,093
Closed -$237K – 97
2023
Q4 		$237K Buy
4,093
+179
+5% +$9.55K 0.12% 72
2023
Q3 		$207K Buy
3,914
+135
+4% +$7.08K 0.13% 74
2023
Q2 		$204K Buy
+3,779
New +$197K 0.14% 71

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Whitaker-Myers Wealth Managers's BSX Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of Boston Scientific (BSX) in Q1 2024, closing a stake of 4,093 shares — an estimated $237K sold.

Whitaker-Myers Wealth Managers first reported a position in BSX in Q2 2023 and held it in 3 quarters. The position peaked at $237K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold BSX as of Q1 2024.

  • Whitaker-Myers Wealth Managers reported no remaining Boston Scientific position as of Q1 2024 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 4,093 Boston Scientific shares in Q1 2024, an estimated $237K.
  • Whitaker-Myers Wealth Managers first reported a position in Boston Scientific in Q2 2023 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's Boston Scientific position peaked at $237K in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.