Atlas Private Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Atlas Private 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 Q4	–	Sell	-82	Closed	-$20K	–	203
2021 Q3	$20K	Hold	82	–	–	0.01%	351
2021 Q2	$19K	Buy	82 +10	+14%	+$2.4K	0.01%	369
2021 Q1	$17K	Hold	72	–	–	0.01%	401
2020 Q4	$18K	Hold	72	–	–	0.01%	342
2020 Q3	$16K	Hold	72	–	–	0.01%	337
2020 Q2	$17K	Buy	+72	New	+$17.4K	0.02%	339

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Atlas Private Wealth Advisors's BDX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2021, closing a stake of 82 shares — an estimated $20K sold.

Atlas Private Wealth Advisors first reported a position in BDX in Q2 2020 and held it in 6 quarters. The position peaked at $20K in Q3 2021. 1,568 funds tracked by Wall St. Rank hold BDX as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 82 Becton Dickinson shares in Q4 2021, an estimated $20K.
Atlas Private Wealth Advisors first reported a position in Becton Dickinson in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Becton Dickinson position peaked at $20K in Q3 2021.
1,568 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.