AWP
BDX icon

Accretive Wealth Partners’s Becton Dickinson BDX Stock Holding History

Accretive Wealth Partners’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
2022
Q2 		– Sell
-2,450
Closed -$636K – 108
2022
Q1 		$636K Buy
+2,450
New +$631K 0.4% 84
2021
Q4 		– Sell
-4,900
Closed -$1.18M – 107
2021
Q3 		$1.18M Buy
4,900
+59
+1% +$14.5K 0.83% 41
2021
Q2 		$1.15M Buy
4,841
+1,346
+39% +$323K 0.83% 44
2021
Q1 		$829K Buy
3,495
+290
+9% +$70.9K 0.75% 57
2020
Q4 		$783K Buy
+3,205
New +$747K 0.77% 51

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accretive Wealth Partners's BDX Position: Q2 2022 in Review

Accretive Wealth Partners sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 2,450 shares — an estimated $636K sold.

Accretive Wealth Partners first reported a position in BDX in Q4 2020 and held it in 5 quarters. The position peaked at $1.18M in Q3 2021. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

  • Accretive Wealth Partners reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
  • Accretive Wealth Partners sold 2,450 Becton Dickinson shares in Q2 2022, an estimated $636K.
  • Accretive Wealth Partners first reported a position in Becton Dickinson in Q4 2020 and held it in 5 quarters.
  • Accretive Wealth Partners's Becton Dickinson position peaked at $1.18M in Q3 2021.
  • 1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on Accretive Wealth Partners's 13F filing for Q2 2022, filed 12 Aug 2022.