AllSquare Wealth Management’s Becton Dickinson BDX Stock Holding History

AllSquare 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
2020 Q1	–	Sell	-147	Closed	-$36.3K	–	453
2019 Q4	$39K	Sell	147 -40	-21%	-$9.97K	0.03%	207
2019 Q3	$46K	Hold	187	–	–	0.03%	197
2019 Q2	$46K	Buy	+187	New	+$43.4K	0.03%	198
2016 Q4	–	Sell	-31	Closed	-$5K	–	344
2016 Q3	$5K	Hold	31	–	–	﹤0.01%	256
2016 Q2	$5K	Hold	31	–	–	0.01%	243
2016 Q1	$5K	Hold	31	–	–	0.01%	241
2015 Q4	$5K	Hold	31	–	–	0.01%	239
2015 Q3	$4K	Hold	31	–	–	﹤0.01%	261
2015 Q2	$4K	Hold	31	–	–	﹤0.01%	279
2015 Q1	$4K	Buy	31 +1	+3%	+$140	﹤0.01%	278
2014 Q4	$4K	Buy	+30	New	+$3.84K	﹤0.01%	276

Other funds holding BDX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

AllSquare Wealth Management's BDX Position: Q1 2020 in Review

AllSquare Wealth Management sold out of Becton Dickinson (BDX) in Q1 2020, closing a stake of 147 shares — an estimated $36.3K sold.

AllSquare Wealth Management first reported a position in BDX in Q4 2014 and held it in 11 quarters. The position peaked at $46K in Q3 2019. 1,408 funds tracked by Wall St. Rank hold BDX as of Q1 2020.

AllSquare Wealth Management reported no remaining Becton Dickinson position as of Q1 2020 after selling out during the quarter.
AllSquare Wealth Management sold 147 Becton Dickinson shares in Q1 2020, an estimated $36.3K.
AllSquare Wealth Management first reported a position in Becton Dickinson in Q4 2014 and held it in 11 quarters.
AllSquare Wealth Management's Becton Dickinson position peaked at $46K in Q3 2019.
1,408 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2020.

Based on AllSquare Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.