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CM Wealth Advisors’s Becton Dickinson BDX Stock Holding History

CM 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
2024
Q2 		– Sell
-1,804
Closed -$428K – 88
2024
Q1 		$428K Buy
+1,804
New +$432K 0.12% 91
2023
Q3 		– Sell
-1,664
Closed -$466K – 89
2023
Q2 		$466K Sell
1,664
-3,101
-65% -$788K 0.15% 70
2023
Q1 		$1.23M Buy
+4,765
New +$1.17M 0.24% 119

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CM Wealth Advisors's BDX Position: Q2 2024 in Review

CM Wealth Advisors sold out of Becton Dickinson (BDX) in Q2 2024, closing a stake of 1,804 shares — an estimated $428K sold.

CM Wealth Advisors first reported a position in BDX in Q1 2023 and held it in 3 quarters. The position peaked at $1.23M in Q1 2023. 1,584 funds tracked by Wall St. Rank hold BDX as of Q2 2024.

  • CM Wealth Advisors reported no remaining Becton Dickinson position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,804 Becton Dickinson shares in Q2 2024, an estimated $428K.
  • CM Wealth Advisors first reported a position in Becton Dickinson in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Becton Dickinson position peaked at $1.23M in Q1 2023.
  • 1,584 funds tracked by Wall St. Rank held Becton Dickinson as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.