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Centric Wealth Management’s Becton Dickinson BDX Stock Holding History

Centric 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
2019
Q2 		– Sell
-3,928
Closed -$957K – 111
2019
Q1 		$957K Buy
3,928
+243
+7% +$57.4K 0.89% 29
2018
Q4 		$810K Buy
+3,685
New +$855K 0.71% 34

Other funds holding BDX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centric Wealth Management's BDX Position: Q2 2019 in Review

Centric Wealth Management sold out of Becton Dickinson (BDX) in Q2 2019, closing a stake of 3,928 shares — an estimated $957K sold.

Centric Wealth Management first reported a position in BDX in Q4 2018 and held it in 2 quarters. The position peaked at $957K in Q1 2019. 1,375 funds tracked by Wall St. Rank hold BDX as of Q2 2019.

  • Centric Wealth Management reported no remaining Becton Dickinson position as of Q2 2019 after selling out during the quarter.
  • Centric Wealth Management sold 3,928 Becton Dickinson shares in Q2 2019, an estimated $957K.
  • Centric Wealth Management first reported a position in Becton Dickinson in Q4 2018 and held it in 2 quarters.
  • Centric Wealth Management's Becton Dickinson position peaked at $957K in Q1 2019.
  • 1,375 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2019.

Based on Centric Wealth Management's 13F filing for Q2 2019, filed 8 Jul 2019.