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AllGen Financial Advisors’s Becton Dickinson BDX Stock Holding History

AllGen Financial Advisors’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
2024
Q1 		– Sell
-8,698
Closed -$2.12M – 39
2023
Q4 		$2.12M Buy
8,698
+59
+0.7% +$14.5K 1.1% 23
2023
Q3 		$2.23M Sell
8,639
-344
-4% -$92.9K 1.59% 17
2023
Q2 		$2.37M Sell
8,983
-69
-0.8% -$17.5K 1.49% 22
2023
Q1 		$2.24M Sell
9,052
-122
-1% -$29.9K 1.56% 20
2022
Q4 		$2.33M Buy
9,174
+403
+5% +$95.1K 1.67% 16
2022
Q3 		$1.95M Buy
8,771
+304
+4% +$75.7K 1.52% 17
2022
Q2 		$2.09M Sell
8,467
-725
-8% -$184K 1.72% 21
2022
Q1 		$2.39M Buy
9,192
+385
+4% +$99.1K 1.99% 18
2021
Q4 		$2.16M Buy
8,807
+858
+11% +$206K 1.6% 19
2021
Q3 		$1.91M Sell
7,949
-37,104
-82% -$9.1M 1.56% 14
2021
Q2 		$2.27M Sell
45,053
-4,497
-9% -$1.08M 1.75% 15
2021
Q1 		$1.92M Buy
49,550
+44,608
+903% +$10.9M 1.57% 17
2020
Q4 		$1.21M Buy
+4,942
New +$1.15M 1.12% 24

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllGen Financial Advisors's BDX Position: Q1 2024 in Review

AllGen Financial Advisors sold out of Becton Dickinson (BDX) in Q1 2024, closing a stake of 8,698 shares — an estimated $2.12M sold.

AllGen Financial Advisors first reported a position in BDX in Q4 2020 and held it in 13 quarters. The position peaked at $2.39M in Q1 2022. 1,602 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • AllGen Financial Advisors reported no remaining Becton Dickinson position as of Q1 2024 after selling out during the quarter.
  • AllGen Financial Advisors sold 8,698 Becton Dickinson shares in Q1 2024, an estimated $2.12M.
  • AllGen Financial Advisors first reported a position in Becton Dickinson in Q4 2020 and held it in 13 quarters.
  • AllGen Financial Advisors's Becton Dickinson position peaked at $2.39M in Q1 2022.
  • 1,602 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on AllGen Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.