Bernardo Wealth Planning’s Becton Dickinson BDX Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-838	Closed	-$204K	–	88
2020 Q4	$204K	Buy	+838	New	+$195K	0.08%	166
2020 Q1	–	Sell	-868	Closed	-$230K	–	137
2019 Q4	$230K	Sell	868 -5	-0.6%	-$1.25K	0.14%	147
2019 Q3	$215K	Sell	873 -10	-1%	-$2.47K	0.16%	141
2019 Q2	$217K	Sell	883 -31	-3%	-$7.2K	0.17%	131
2019 Q1	$223K	Sell	914 -11	-1%	-$2.6K	0.18%	125
2018 Q4	$203K	Buy	+925	New	+$215K	0.18%	122

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Bernardo Wealth Planning's BDX Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Becton Dickinson (BDX) in Q1 2021, closing a stake of 838 shares — an estimated $204K sold.

Bernardo Wealth Planning first reported a position in BDX in Q4 2018 and held it in 6 quarters. The position peaked at $230K in Q4 2019. 1,520 funds tracked by Wall St. Rank hold BDX as of Q1 2021.

Bernardo Wealth Planning reported no remaining Becton Dickinson position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 838 Becton Dickinson shares in Q1 2021, an estimated $204K.
Bernardo Wealth Planning first reported a position in Becton Dickinson in Q4 2018 and held it in 6 quarters.
Bernardo Wealth Planning's Becton Dickinson position peaked at $230K in Q4 2019.
1,520 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.