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

Atlas Private 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
2024
Q1 		$473K Buy
1,910
+135
+8% +$32.3K 0.2% 94
2023
Q4 		$433K Buy
1,775
+188
+12% +$46.3K 0.2% 94
2023
Q3 		$410K Buy
1,587
+45
+3% +$12.2K 0.22% 92
2023
Q2 		$407K Buy
1,542
+468
+44% +$119K 0.21% 94
2023
Q1 		$266K Buy
1,074
+173
+19% +$42.3K 0.16% 103
2022
Q4 		$229K Sell
901
-188
-17% -$44.4K 0.11% 106
2022
Q3 		$243K Buy
1,089
+88
+9% +$21.9K 0.18% 101
2022
Q2 		$247K Sell
1,001
-81
-7% -$20.6K 0.17% 104
2022
Q1 		$281K Sell
1,082
-1,286
-54% -$331K 0.16% 112
2021
Q4 		$581K Buy
2,368
+87
+4% +$20.8K 0.32% 84
2021
Q3 		$547K Buy
2,281
+101
+5% +$24.8K 0.33% 81
2021
Q2 		$517K Buy
2,180
+280
+15% +$67.1K 0.32% 86
2021
Q1 		$451K Buy
1,900
+716
+60% +$175K 0.29% 88
2020
Q4 		$289K Sell
1,184
-299
-20% -$69.7K 0.21% 97
2020
Q3 		$337K Buy
1,483
+370
+33% +$90.9K 0.26% 84
2020
Q2 		$260K Buy
1,113
+77
+7% +$18.6K 0.21% 94
2020
Q1 		$232K Buy
1,036
+34
+3% +$8.39K 0.21% 97
2019
Q4 		$266K Buy
+1,002
New +$250K 0.2% 106

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Management's BDX Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Becton Dickinson (BDX) stake by 7.6% in Q1 2024, buying an estimated $32.3K and bringing the position to 1,910 shares worth $473K. The position accounts for 0.2% of the portfolio, ranked #94.

Atlas Private Wealth Management first reported a position in BDX in Q4 2019 and has held it in 18 quarters since. The position peaked at $581K in Q4 2021. 1,603 funds tracked by Wall St. Rank hold BDX as of Q1 2024.

  • Atlas Private Wealth Management held 1,910 shares of Becton Dickinson worth $473K as of Q1 2024.
  • Atlas Private Wealth Management bought 135 Becton Dickinson shares in Q1 2024, an estimated $32.3K.
  • Becton Dickinson made up 0.2% of Atlas Private Wealth Management's portfolio in Q1 2024, its #94 holding.
  • Atlas Private Wealth Management first reported a position in Becton Dickinson in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Becton Dickinson position peaked at $581K in Q4 2021.
  • 1,603 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.