WR Wealth Planners’s Boston Scientific BSX Stock Holding History

WR Wealth Planners’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 Q4	$87.1K	Sell	975 -90	-8%	-$7.92K	0.03%	252
2024 Q3	$89.2K	Sell	1,065 -71	-6%	-$5.6K	0.02%	274
2024 Q2	$87.5K	Buy	1,136 +7	+0.6%	+$512	0.03%	262
2024 Q1	$77.3K	Buy	+1,129	New	+$72.6K	0.02%	283
2023 Q4	–	Sell	-826	Closed	-$43.6K	–	260
2023 Q3	$43.6K	Hold	826	–	–	0.02%	335
2023 Q2	$44.7K	Buy	826 +285	+53%	+$14.9K	0.02%	332
2023 Q1	$27.1K	Buy	541 +461	+576%	+$21.7K	0.01%	386
2022 Q4	$3.7K	Hold	80	–	–	﹤0.01%	357
2022 Q3	$3.1K	Hold	80	–	–	﹤0.01%	358
2022 Q2	$2.98K	Hold	80	–	–	﹤0.01%	390
2022 Q1	$3.54K	Buy	+80	New	+$3.47K	﹤0.01%	385

Other funds holding BSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's BSX Position: Q4 2024 in Review

WR Wealth Planners reduced its Boston Scientific (BSX) stake by 8.5% in Q4 2024, selling an estimated $7.92K and leaving 975 shares worth $87.1K. The position accounts for 0.03% of the portfolio, ranked #252.

WR Wealth Planners first reported a position in BSX in Q1 2022 and has held it in 11 quarters since. The position peaked at $89.2K in Q3 2024. 1,513 funds tracked by Wall St. Rank hold BSX as of Q4 2024.

WR Wealth Planners held 975 shares of Boston Scientific worth $87.1K as of Q4 2024.
WR Wealth Planners sold 90 Boston Scientific shares in Q4 2024, an estimated $7.92K.
Boston Scientific made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #252 holding.
WR Wealth Planners first reported a position in Boston Scientific in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Boston Scientific position peaked at $89.2K in Q3 2024.
1,513 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.