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Clarus Wealth Advisors’s Becton Dickinson BDX Stock Holding History

Clarus 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
2019
Q3 		– Sell
-877
Closed -$216K – 178
2019
Q2 		$216K Buy
877
+2
+0.2% +$465 0.16% 104
2019
Q1 		$213K Buy
875
+1
+0.1% +$236 0.16% 92
2018
Q4 		$192K Buy
874
+2
+0.2% +$464 0.3% 85
2018
Q3 		$222K Sell
872
-16
-2% -$3.94K 0.14% 110
2018
Q2 		$188K Buy
+888
New +$198K 0.14% 123

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

Clarus Wealth Advisors's BDX Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Becton Dickinson (BDX) in Q3 2019, closing a stake of 877 shares — an estimated $216K sold.

Clarus Wealth Advisors first reported a position in BDX in Q2 2018 and held it in 5 quarters. The position peaked at $222K in Q3 2018. 1,402 funds tracked by Wall St. Rank hold BDX as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Becton Dickinson position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 877 Becton Dickinson shares in Q3 2019, an estimated $216K.
  • Clarus Wealth Advisors first reported a position in Becton Dickinson in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Becton Dickinson position peaked at $222K in Q3 2018.
  • 1,402 funds tracked by Wall St. Rank held Becton Dickinson as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.