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Avitas Wealth Management’s Becton Dickinson BDX Stock Holding History

Avitas 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
2022
Q3 		– Sell
-10,073
Closed -$2.48M – 186
2022
Q2 		$2.48M Buy
+10,073
New +$2.56M 0.54% 55

Other funds holding BDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's BDX Position: Q3 2022 in Review

Avitas Wealth Management sold out of Becton Dickinson (BDX) in Q3 2022, closing a stake of 10,073 shares — an estimated $2.48M sold.

Avitas Wealth Management first reported a position in BDX in Q2 2022 and held it in 1 quarter. The position peaked at $2.48M in Q2 2022. 1,505 funds tracked by Wall St. Rank hold BDX as of Q3 2022.

  • Avitas Wealth Management reported no remaining Becton Dickinson position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 10,073 Becton Dickinson shares in Q3 2022, an estimated $2.48M.
  • Avitas Wealth Management first reported a position in Becton Dickinson in Q2 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Becton Dickinson position peaked at $2.48M in Q2 2022.
  • 1,505 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.