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Accel Wealth Management’s Becton Dickinson BDX Stock Holding History

Accel Wealth Management’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-177
Closed -$43.9K – 232
2023
Q1 		$43.9K Buy
177
+127
+254% +$31.1K 0.02% 513
2022
Q4 		$12.8K Hold
50
– – 0.01% 652
2022
Q3 		$12K Hold
50
– – 0.01% 688
2022
Q2 		$12K Sell
50
-53
-51% -$13.5K 0.01% 660
2022
Q1 		$26K Hold
103
– – 0.01% 498
2021
Q4 		$25K Buy
103
+52
+102% +$12.5K 0.01% 518
2021
Q3 		$12K Buy
+51
New +$12.5K 0.01% 597

Other funds holding BDX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accel Wealth Management's BDX Position: Q2 2023 in Review

Accel Wealth Management sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 177 shares — an estimated $43.9K sold.

Accel Wealth Management first reported a position in BDX in Q3 2021 and held it in 7 quarters. The position peaked at $43.9K in Q1 2023. 1,576 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

  • Accel Wealth Management reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 177 Becton Dickinson shares in Q2 2023, an estimated $43.9K.
  • Accel Wealth Management first reported a position in Becton Dickinson in Q3 2021 and held it in 7 quarters.
  • Accel Wealth Management's Becton Dickinson position peaked at $43.9K in Q1 2023.
  • 1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.