AmeriServ Wealth Advisors’s Becton Dickinson BDX Stock Holding History

AmeriServ Wealth 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
2023 Q2	–	Sell	-1,197	Closed	-$296K	–	45
2023 Q1	$296K	Sell	1,197 -5	-0.4%	-$1.22K	0.68%	35
2022 Q4	$306K	Hold	1,202	–	–	0.61%	35
2022 Q3	$268K	Hold	1,202	–	–	0.59%	36
2022 Q2	$296K	Sell	1,202 -30	-2%	-$7.62K	0.7%	40
2022 Q1	$320K	Hold	1,232	–	–	0.23%	53
2021 Q4	$302K	Hold	1,232	–	–	0.21%	51
2021 Q3	$295K	Buy	1,232 +85	+7%	+$20.8K	0.23%	51
2021 Q2	$272K	Sell	1,147 -512	-31%	-$123K	0.21%	55
2021 Q1	$394K	Sell	1,659 -668	-29%	-$163K	0.34%	45
2020 Q4	$568K	Buy	+2,327	New	+$543K	0.56%	35
2019 Q3	$382K	Sell	1,548 -512	-25%	-$126K	0.52%	36
2019 Q2	$507K	Hold	2,060	–	–	0.66%	31
2019 Q1	$502K	Buy	2,060 +952	+86%	+$225K	1.05%	30
2018 Q4	$244K	Hold	1,108	–	–	0.62%	53
2018 Q3	$282K	Hold	1,108	–	–	0.35%	57
2018 Q2	$259K	Sell	1,108 -21	-2%	-$4.67K	0.35%	59
2018 Q1	$239K	Buy	+1,129	New	+$247K	0.27%	62

Other funds holding BDX

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AmeriServ Wealth Advisors's BDX Position: Q2 2023 in Review

AmeriServ Wealth Advisors sold out of Becton Dickinson (BDX) in Q2 2023, closing a stake of 1,197 shares — an estimated $296K sold.

AmeriServ Wealth Advisors first reported a position in BDX in Q1 2018 and held it in 17 quarters. The position peaked at $568K in Q4 2020. 1,576 funds tracked by Wall St. Rank hold BDX as of Q2 2023.

AmeriServ Wealth Advisors reported no remaining Becton Dickinson position as of Q2 2023 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,197 Becton Dickinson shares in Q2 2023, an estimated $296K.
AmeriServ Wealth Advisors first reported a position in Becton Dickinson in Q1 2018 and held it in 17 quarters.
AmeriServ Wealth Advisors's Becton Dickinson position peaked at $568K in Q4 2020.
1,576 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2023.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.