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Alterna Wealth Management’s Becton Dickinson BDX Stock Holding History

Alterna 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
2019
Q1 		– Sell
-1,551
Closed -$295K – 130
2018
Q4 		$295K Buy
+1,551
New +$360K 0.05% 255

Other funds holding BDX

T. Rowe Price Associates
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alterna Wealth Management's BDX Position: Q1 2019 in Review

Alterna Wealth Management sold out of Becton Dickinson (BDX) in Q1 2019, closing a stake of 1,551 shares — an estimated $295K sold.

Alterna Wealth Management first reported a position in BDX in Q4 2018 and held it in 1 quarter. The position peaked at $295K in Q4 2018. 1,381 funds tracked by Wall St. Rank hold BDX as of Q1 2019.

  • Alterna Wealth Management reported no remaining Becton Dickinson position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,551 Becton Dickinson shares in Q1 2019, an estimated $295K.
  • Alterna Wealth Management first reported a position in Becton Dickinson in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Becton Dickinson position peaked at $295K in Q4 2018.
  • 1,381 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.