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Castle Wealth Management’s Becton Dickinson BDX Stock Holding History

Castle 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
Q4 		– Sell
-6
Closed -$1K – 162
2022
Q3 		$1K Hold
6
– – ﹤0.01% 611
2022
Q2 		$1K Buy
+6
New +$1.52K ﹤0.01% 608

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castle Wealth Management's BDX Position: Q4 2022 in Review

Castle Wealth Management sold out of Becton Dickinson (BDX) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in BDX in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 1,554 funds tracked by Wall St. Rank hold BDX as of Q4 2022.

  • Castle Wealth Management reported no remaining Becton Dickinson position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 6 Becton Dickinson shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Becton Dickinson in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Becton Dickinson position peaked at $1K in Q3 2022.
  • 1,554 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.