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Core Wealth Partners’s Becton Dickinson BDX Stock Holding History

Core Wealth Partners’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
2023
Q1 		– Sell
-3,000
Closed -$530K – 112
2022
Q4 		$530K Buy
+3,000
New +$708K 0.6% 45

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State Street
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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Core Wealth Partners's BDX Position: Q1 2023 in Review

Core Wealth Partners sold out of Becton Dickinson (BDX) in Q1 2023, closing a stake of 3,000 shares — an estimated $530K sold.

Core Wealth Partners first reported a position in BDX in Q4 2022 and held it in 1 quarter. The position peaked at $530K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold BDX as of Q1 2023.

  • Core Wealth Partners reported no remaining Becton Dickinson position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Partners sold 3,000 Becton Dickinson shares in Q1 2023, an estimated $530K.
  • Core Wealth Partners first reported a position in Becton Dickinson in Q4 2022 and held it in 1 quarter.
  • Core Wealth Partners's Becton Dickinson position peaked at $530K in Q4 2022.
  • 1,525 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.