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Capital Wealth Planning’s Becton Dickinson BDX Stock Holding History

Capital 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
2020
Q2 		– Sell
-2,556
Closed -$573K – 111
2020
Q1 		$573K Sell
2,556
-781
-23% -$193K 0.04% 117
2019
Q4 		$886K Sell
3,337
-121
-3% -$30.2K 0.05% 91
2019
Q3 		$830K Buy
3,458
+171
+5% +$42.2K 0.05% 98
2019
Q2 		$808K Buy
+3,287
New +$764K 0.06% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Wealth Planning's BDX Position: Q2 2020 in Review

Capital Wealth Planning sold out of Becton Dickinson (BDX) in Q2 2020, closing a stake of 2,556 shares — an estimated $573K sold.

Capital Wealth Planning first reported a position in BDX in Q2 2019 and held it in 4 quarters. The position peaked at $886K in Q4 2019. 1,428 funds tracked by Wall St. Rank hold BDX as of Q2 2020.

  • Capital Wealth Planning reported no remaining Becton Dickinson position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 2,556 Becton Dickinson shares in Q2 2020, an estimated $573K.
  • Capital Wealth Planning first reported a position in Becton Dickinson in Q2 2019 and held it in 4 quarters.
  • Capital Wealth Planning's Becton Dickinson position peaked at $886K in Q4 2019.
  • 1,428 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.