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Bordeaux Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Bordeaux 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
2024
Q4 		– Sell
-892
Closed -$215K – 161
2024
Q3 		$215K Buy
+892
New +$209K 0.04% 150

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Bordeaux Wealth Advisors's BDX Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 892 shares — an estimated $215K sold.

Bordeaux Wealth Advisors first reported a position in BDX in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • Bordeaux Wealth Advisors reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 892 Becton Dickinson shares in Q4 2024, an estimated $215K.
  • Bordeaux Wealth Advisors first reported a position in Becton Dickinson in Q3 2024 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Becton Dickinson position peaked at $215K in Q3 2024.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.