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Amplius Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Amplius 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
2022
Q1 		– Sell
-398
Closed -$97K – 244
2021
Q4 		$97K Buy
+398
New +$95.4K 0.01% 250

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Amplius Wealth Advisors's BDX Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Becton Dickinson (BDX) in Q1 2022, closing a stake of 398 shares — an estimated $97K sold.

Amplius Wealth Advisors first reported a position in BDX in Q4 2021 and held it in 1 quarter. The position peaked at $97K in Q4 2021. 1,577 funds tracked by Wall St. Rank hold BDX as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Becton Dickinson position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 398 Becton Dickinson shares in Q1 2022, an estimated $97K.
  • Amplius Wealth Advisors first reported a position in Becton Dickinson in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Becton Dickinson position peaked at $97K in Q4 2021.
  • 1,577 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.