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Chessman Wealth Strategies RIA’s Becton Dickinson BDX Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-16
Closed -$4K – 36
2018
Q3 		$4K Buy
+16
New +$3.94K ﹤0.01% 158

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's BDX Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Becton Dickinson (BDX) in Q4 2018, closing a stake of 16 shares — an estimated $4K sold.

Chessman Wealth Strategies RIA first reported a position in BDX in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 1,346 funds tracked by Wall St. Rank hold BDX as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Becton Dickinson position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 16 Becton Dickinson shares in Q4 2018, an estimated $4K.
  • Chessman Wealth Strategies RIA first reported a position in Becton Dickinson in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Becton Dickinson position peaked at $4K in Q3 2018.
  • 1,346 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.