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Altium Wealth Management’s Becton Dickinson BDX Stock Holding History

Altium 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
2022
Q2 		– Sell
-802
Closed -$208K – 376
2022
Q1 		$208K Sell
802
-71
-8% -$18.3K 0.01% 353
2021
Q4 		$214K Buy
+873
New +$209K 0.01% 359
2021
Q2 		– Sell
-1,303
Closed -$309K – 379
2021
Q1 		$309K Sell
1,303
-181
-12% -$44.2K 0.02% 300
2020
Q4 		$362K Sell
1,484
-66
-4% -$15.4K 0.03% 255
2020
Q3 		$352K Sell
1,550
-219
-12% -$53.8K 0.04% 243
2020
Q2 		$413K Buy
1,769
+2
+0.1% +$482 0.05% 215
2020
Q1 		$396K Buy
1,767
+466
+36% +$115K 0.05% 164
2019
Q4 		$345K Buy
1,301
+32
+3% +$7.98K 0.04% 204
2019
Q3 		$313K Buy
1,269
+31
+3% +$7.65K 0.04% 210
2019
Q2 		$304K Sell
1,238
-58
-4% -$13.5K 0.04% 216
2019
Q1 		$316K Sell
1,296
-45
-3% -$10.6K 0.05% 206
2018
Q4 		$295K Sell
1,341
-24
-2% -$5.57K 0.06% 208
2018
Q3 		$348K Buy
1,365
+1
+0.1% +$246 0.07% 200
2018
Q2 		$319K Buy
+1,364
New +$304K 0.09% 168

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

Altium Wealth Management's BDX Position: Q2 2022 in Review

Altium Wealth Management sold out of Becton Dickinson (BDX) in Q2 2022, closing a stake of 802 shares — an estimated $208K sold.

Altium Wealth Management first reported a position in BDX in Q2 2018 and held it in 14 quarters. The position peaked at $413K in Q2 2020. 1,535 funds tracked by Wall St. Rank hold BDX as of Q2 2022.

  • Altium Wealth Management reported no remaining Becton Dickinson position as of Q2 2022 after selling out during the quarter.
  • Altium Wealth Management sold 802 Becton Dickinson shares in Q2 2022, an estimated $208K.
  • Altium Wealth Management first reported a position in Becton Dickinson in Q2 2018 and held it in 14 quarters.
  • Altium Wealth Management's Becton Dickinson position peaked at $413K in Q2 2020.
  • 1,535 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.