ARS Wealth Advisors’s Becton Dickinson BDX Stock Holding History

ARS 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
2021 Q2	$657K	Hold	2,768	–	–	0.12%	68
2021 Q1	$657K	Hold	2,768	–	–	0.14%	60
2020 Q4	$676K	Sell	2,768 -37	-1%	-$8.63K	0.15%	58
2020 Q3	$637K	Buy	2,805 +37	+1%	+$9.09K	0.18%	54
2020 Q2	$646K	Hold	2,768	–	–	0.2%	51
2020 Q1	$620K	Sell	2,768 -259	-9%	-$64K	0.26%	46
2019 Q4	$803K	Hold	3,027	–	–	0.23%	49
2019 Q3	$747K	Buy	3,027 +26	+0.9%	+$6.42K	0.24%	50
2019 Q2	$738K	Hold	3,001	–	–	0.24%	49
2019 Q1	$731K	Hold	3,001	–	–	0.23%	54
2018 Q4	$660K	Buy	3,001 +77	+3%	+$17.9K	0.24%	54
2018 Q3	$745K	Hold	2,924	–	–	0.25%	56
2018 Q2	$683K	Sell	2,924 -410	-12%	-$91.3K	0.25%	54
2018 Q1	$705K	Buy	3,334 +669	+25%	+$147K	0.26%	53
2017 Q4	$557K	Hold	2,665	–	–	0.21%	69
2017 Q3	$509K	Hold	2,665	–	–	0.2%	70
2017 Q2	$507K	Sell	2,665 -7	-0.3%	-$1.28K	0.21%	66
2017 Q1	$478K	Hold	2,672	–	–	0.2%	63
2016 Q4	$432K	Sell	2,672 -14	-0.5%	-$2.32K	0.19%	56
2016 Q3	$471K	Buy	2,686 +14	+0.5%	+$2.39K	0.2%	52
2016 Q2	$442K	Hold	2,672	–	–	0.19%	54
2016 Q1	$396K	Hold	2,672	–	–	0.19%	50
2015 Q4	$402K	Hold	2,672	–	–	0.21%	50
2015 Q3	$346K	Hold	2,672	–	–	0.18%	48
2015 Q2	$369K	Sell	2,672 -89	-3%	-$12.3K	0.16%	48
2015 Q1	$387K	Buy	+2,761	New	+$387K	0.17%	48
2014 Q4	–	Sell	-2,665	Closed	-$296K	–	77
2014 Q3	$296K	Buy	+2,665	New	+$304K	0.14%	50

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ARS Wealth Advisors's BDX Position: Q2 2021 in Review

ARS Wealth Advisors held its Becton Dickinson (BDX) position steady in Q2 2021 at 2,768 shares worth $657K. The position accounts for 0.12% of the portfolio, ranked #68.

ARS Wealth Advisors first reported a position in BDX in Q3 2014 and has held it in 27 quarters since. The position peaked at $803K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold BDX as of Q2 2021.

ARS Wealth Advisors held 2,768 shares of Becton Dickinson worth $657K as of Q2 2021.
ARS Wealth Advisors left its Becton Dickinson share count unchanged in Q2 2021.
Becton Dickinson made up 0.12% of ARS Wealth Advisors's portfolio in Q2 2021, its #68 holding.
ARS Wealth Advisors first reported a position in Becton Dickinson in Q3 2014 and has held it in 27 quarters since.
ARS Wealth Advisors's Becton Dickinson position peaked at $803K in Q4 2019.
1,486 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.